Areas of Practice
Investment ManagementRetirement PlanningEducation PlanningEstate PlanningTax PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
5 advisors
Number of Clients
176 clients
Average Client Portfolio
$713K average
Assets Under Management
$125.6M

Fee Structure

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Location

9541 Julian Clark Ave, Suite 101, Huntersville, NC, 28078

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Kevin is an operations associate at Lifestyle Freedom Group, LLC dba Array Partners, a business consultation firm. This not-investment related activity takes about half of Kevin's time.

Employment History
Current Registrations
Lifestyle Freedom Advisory Group, LLC
July 2019 - Present · 6 yrs 7 mos
State Registrations1 state
NC
Advisor
Exams
No exam information available for this advisor.