Kevin Kingston
Kevin Kingston is a ChFC-designated registered investment advisor at Savant Wealth Management, based in Bloomington, IL, with 49 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, Corporate Executives, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 18,145 clients with $38B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Savant Wealth Management's fees for investment management range from 0.50% to 1.50% annually, based on the amount you invest and the complexity of services. There are annual minimum fees, and clients with lower amounts invested may pay a higher percentage. Savant typically requires at least $300,000 to open an investment portfolio.
Location
2315 E Empire St., Suite 2, Bloomington, IL, 61704
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Regulatory History (4)
Customer Dispute
June 2013Customer Dispute
January 2010Customer Dispute
February 2001Customer Dispute
November 2000Employment History
Current Registrations
Savant Wealth Management
Previous Registrations
Valmark Advisers, INC.
Valmark Securities, INC.Broker
Mutual Service Corporation
AXA Advisors, LLC
Mutual Service CorporationBroker
AXA Advisors, LLCBroker
The Equitable Life Assurance Society of the United StatesBroker
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.