Kevin Margolis is a registered investment advisor at Sfmg Wealth Advisors, based in Plano, TX, with 22 years of industry experience. Kevin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Estate Planning, and 4 more. Their firm serves 927 clients with $2.5B 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 $1.0M | 1.25% |
| $1.0M - $3.0M | 0.80% |
| $3M+ | 0.60% |
Fees are negotiable based upon certain criteria.
Fee Estimator
Location
3960 Dallas Parkway, Suite 400, Plano, TX, 75093
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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 Activities
Kevin is a part-owner of Confidence Period, LLC, an investment-related entity. He also serves on the advisory boards for Clear Sky Capital and Phoenix Fund, dedicating minimal time to each and receiving no compensation.
Employment History
Current Registrations
Sfmg Wealth Advisors
Previous Registrations
Tolleson Private Wealth Management
Sws Financial Services
Strategic Financial Management Group
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.