Kevin Delaere is a CFP, PFS-designated registered investment advisor at Gk Private Wealth Partners LLC, based in Troy, MI, with 23 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, Insurance Planning, and 3 more. Their firm serves 29 clients with $14M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fee is negotiable. If GKPWP utilizes an Outside Manager, the above fee schedule does not include the Outside Manager’s fee. At no point will the combined fee charged to the Client exceed 2% of assets under management.
Fee Estimator
Location
5600 New King Drive, Suite 300, Troy, MI, 48098
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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 shareholder at Groen, Kluka & Company, providing tax services since 1994. This takes about a quarter of his time, with most of the hours occurring during securities trading hours.
Employment History
Current Registrations
Gk Private Wealth Partners LLC
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
Veravest Investments, INC.Broker
State Registrations2 states
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