Kevin Ward
Kevin Ward is a registered investment advisor at Park + Elm Investment Advisers, based in Carmel, IN, with 10 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, Investment Management, Retirement Planning. Their firm serves 264 clients with $88M 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 | 1.25% |
| $250K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.60% |
Park and Elm may discount the management fee charged to any client. Park and Elm also offers investment management through American Funds Service Company at a flat 1.00% annually.
Fee Estimator
Location
571 Monon Blvd., Suite 200, Carmel, IN, 46032
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 a licensed insurance agent and sole owner of Park + Elm Insurance Services. He offers insurance products to clients, which presents a conflict of interest due to commissions.
Employment History
Current Registrations
Park + Elm Investment Advisers
State Registrations3 states
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.