Kevin Brown is a CFP-designated registered investment advisor at Osaic Wealth, INC., based in Leesburg, VA, with 2 years of industry experience. Kevin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
44160 Scholar Plaza, Suite 490, Leesburg, VA, 20176
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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.
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Kevin is a registered representative with Triad Advisors in Norcross, GA. He spends approximately 20 hours per week during securities trading hours and less than 5 hours per week outside of those hours on this activity.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Amj Financial Wealth Management LLC
Previous Registrations
Triad Advisors LLCBroker
Ameriprise Financial Services, LLCBroker
State Registrations1 state
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