Kevin Cheeks is a CFP-designated registered investment advisor at Impactfi, based in San Francisco, CA, with 21 years of industry experience. Kevin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Gen X, High Net Worth, and 3 more. Their firm serves 19 clients with $21M 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 - $2.0M | 0.95% |
| $2.0M - $5.0M | 0.85% |
| $5M+ | 0.45% |
Fees are negotiable. The above fee schedule includes the third-party manager's fee. Legacy client’s investment management fees may be grandfathered in at their current rates.
Fee Estimator
Contact
Kevin Cheeks
Location
San Francisco, CA
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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 →Employment History
Current Registrations
Impactfi
Previous Registrations
Echo45 Advisors LLC
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
Wells Fargo Advisors, LLCBroker
Wells Fargo Advisors, LLC
Wells Fargo Investments, LLC
Wells Fargo Investments, LLCBroker
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.
Exams