Kevin Joyce
Kevin Joyce is a ChFC-designated registered investment advisor at Financial Security Advisory INC, based in Newport News, VA, with 13 years of industry experience. Kevin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 3,141 clients with $1.7B 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 $250K | 1.50% |
| $250K - $1000K | 1.00% |
| $1.0M - $10.0M | 0.75% |
| $10.0M - $20.0M | 0.65% |
| $20M+ | 0.65% |
Fees are negotiable, especially for accounts above $20,000,000. Employees and their family-related accounts may be charged a reduced fee, or no fee, for services.
Fee Estimator
Location
11801 Cannon Blvd, Ste 200, Newport News, VA, 23606
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 is an agent at Financial Security Group, Inc. since 2012, selling life and health insurance and providing financial advisory services, taking nearly full-time. He is also a shareholder in Lionsbridge Football Club LLC, Fortuitous Partners Virginia LLC, and Midfield Properties LLC, spending about 10-20% of his time promoting relationships for these sports-related ventures.
Employment History
Current Registrations
Financial Security Advisory INC
Financial Security Management, IncorporatedBroker
State Registrations17 states
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