Kevin Gunns
Kevin Gunns is a registered investment advisor at Ryzome Investment Advisors, based in Okemos, MI, with 15 years of industry experience. Kevin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 673 clients with $120M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1000K | 0.85% |
| $1.0M - $3.0M | 0.75% |
| $3M+ | 0.50% |
Ryzome may also charge an annual fixed fee of up to $10,000, billed quarterly in advance. The lower of this fee and of the fee outlined above will be applied. Ryzome may also charge an annual fixed fee of $25, billed annually in arrears, for children/early investors where Ryzome simply maintains the account.
Fee Estimator
Location
4121 Okemos Rd, Suite 24, Okemos, MI, 48864
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Kevin prepares taxes for a few clients using Turbo Tax, dedicating minimal time. He also sells non-variable insurance, dedicating minimal time.
Employment History
Current Registrations
Ryzome Investment Advisors
Previous Registrations
Vining Leonard Group, LLC
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.