Kevin Lee Bidenkap
Advisor at Tortuga Wealth Management — Torrance, CA
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
CFP®, ChFC®, Series 63
Experience Industry experience
32 years
Location
Torrance, CA 90501
Tortuga Wealth Management
Supported
Total advisors
4Clients per advisor
89 HighAvg AUM per client
$625,972 TypicalHNW client ratio
100% Very HighKevin Bidenkap is a CFP® and ChFC® with 32 years of experience in the financial industry. He has worked at Tortuga Wealth Management since 2010 and previously held positions at LPL Financial, Morgan Stanley, and Citigroup Global Markets. Bidenkap serves on the board of Quick Class, Inc., a for-profit organization. Tortuga Wealth Management advises individuals and high-net-worth clients, providing financial planning, consulting, and discretionary portfolio management. The firm combines fundamental and technical analysis and offers a range of strategies, including long- and short-term investments, active trading, and option writing, primarily through LPL Financial–sponsored programs and its own wrap fee offering.
Based on Tortuga Wealth Management
Flat fees up to $20,000 for financial planning and consulting services
$10,000+: 2.50% annually (Optimum Market Portfolios Program) $250,000+: 2.50% annually (Personal Wealth Portfolios Program) $25,000+: 2.83% annually (Model Wealth Portfolios Program, includes up to 2.00% advisor fee) $100,000+: 3.00% annually (Manager Access Select Program)
Up to $1,000 per hour for financial planning and consulting services
Account minimum: $10,000 Fee-only: Financial Planning & Consulting fees: hourly up to $1,000/hour or flat fees up to $20,000
Torrance, CA
1957 Carson Street, Suite 100
Torrance CA 90501
Advisors at this office
4
California · Texas
32 years of industry experience
Tortuga Wealth Management, Inc.
2010 - Present • 16 years
Torrance, CA
LPL Financial
2010 - Present • 16 years
Torrance, CA
Morgan Stanley
2009 - 2010 • 1 year
Torrance, CA
Citigroup Global Markets
2005 - 2009 • 4 years
Torrance, CA
Morgan Stanley Dw Inc.
1998 - 2005 • 7 years
Torrance, CA
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Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
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Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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