Advisor at Synovus Securities, Inc.
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.
Location
Columbus, GA 31901
Credentials
Series 63, Series 65
Industry experience
37 years
Kevin McCarthy is a financial advisor with Synovus Securities, Inc. in Columbus, GA, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. His prior roles include positions at SunTrust Investment Services, BB&T Securities, and Truist Investment Services. He serves on the board of the Bank Insurance Securities Association and chairs the finance committee at Southwest Christian Care, a hospice and respite services organization. Synovus Securities, Inc. serves individual and high-net-worth investors as well as institutional clients, offering investment advisory and brokerage services across a range of portfolios and financial planning solutions. The firm uses both discretionary and non-discretionary portfolio management programs and provides access to alternative investments and outside money managers.
Based on Synovus Securities, Inc.
Based on Synovus Securities, Inc.
Flat fees for financial planning engagements, typically $1,500 and up depending on complexity; flat fee arrangements for advisory accounts may also be negotiated.
$0 - $500,000: 1.40% paid to SSI plus 0.13% to 1.02% subadviser fees plus 0.17% to Envestnet (Separately Managed Account Program) $500,001 - $1,000,000: 1.30% paid to SSI plus 0.13% to 1.02% subadviser fees plus 0.17% to Envestnet (Separately Managed Account Program) $1,000,001 - $2,000,000: 1.20% paid to SSI plus 0.13% to 1.02% subadviser fees plus 0.17% to Envestnet (Separately Managed Account Program) $2,000,001+: 1.10% paid to SSI plus 0.13% to 1.02% subadviser fees plus 0.17% to Envestnet (Separately Managed Account Program) $0 - $500,000: 1.26% paid to SSI plus 0.00% to 0.18% subadviser fees plus 0.13% to Envestnet (Strategic Allocation Program, minimum $50,000) $500,001 - $1,000,000: 1.16% paid to SSI plus 0.00% to 0.18% subadviser fees plus 0.13% to Envestnet (Strategic Allocation Program) $1,000,001 - $2,000,000: 1.06% paid to SSI plus 0.00% to 0.18% subadviser fees plus 0.13% to Envestnet (Strategic Allocation Program) $2,000,001+: 0.96% paid to SSI plus 0.00% to 0.18% subadviser fees plus 0.13% to Envestnet (Strategic Allocation Program) $0 - $500,000: 1.30% paid to SSI plus 0.25% to 0.35% subadviser fees plus 0.13% to Envestnet (Tactical Allocation Program, minimum $50,000) $500,001 - $1,000,000: 1.20% paid to SSI plus 0.23% to 0.30% subadviser fees plus 0.13% to Envestnet (Tactical Allocation Program) $1,000,001 - $2,000,000: 1.10% paid to SSI plus 0.20% to 0.25% subadviser fees plus 0.13% to Envestnet (Tactical Allocation Program) $2,000,001+: 1.00% paid to SSI plus 0.15% to 0.25% subadviser fees plus 0.13% to Envestnet (Tactical Allocation Program) $0 - $500,000: 1.15% paid to SSI plus 0.10% subadviser fees plus 0.10% to Envestnet (Foundations program, minimum $15,000) $500,001 - $2,000,000: 1.05% paid to SSI plus 0.10% subadviser fees plus 0.10% to Envestnet (Foundations program) $2,000,001+: 0.95% paid to SSI plus 0.10% subadviser fees plus 0.10% to Envestnet (Foundations program) $0 - $500,000: 1.46% paid to SSI plus 0.08% to Envestnet (Advisor Directed Program, minimum $100,000) $500,001 - $1,000,000: 1.36% paid to SSI plus 0.08% to Envestnet (Advisor Directed Program) $1,000,001 - $2,000,000: 1.26% paid to SSI plus 0.08% to Envestnet (Advisor Directed Program) $2,000,001+: 1.16% paid to SSI plus 0.08% to Envestnet (Advisor Directed Program) $0 - $500,000: 1.40% paid to SSI plus 0.15% to 0.67% subadviser fees plus 0.12% to Envestnet (Unified Managed Account Program, minimum $100,000) $500,001 - $1,000,000: 1.30% paid to SSI plus 0.15% to 0.67% subadviser fees plus 0.12% to Envestnet (Unified Managed Account Program) $1,000,001 - $2,000,000: 1.20% paid to SSI plus 0.15% to 0.67% subadviser fees plus 0.12% to Envestnet (Unified Managed Account Program) $2,000,001+: 1.10% paid to SSI plus 0.15% to 0.67% subadviser fees plus 0.12% to Envestnet (Unified Managed Account Program)
Commission-based compensation for brokerage accounts and insurance product sales.
Hourly financial planning services at rates from $150 to $300 depending on complexity and advisor experience.
Account minimum: $15,000 Minimum fee: Minimum annual fee of $500 for Variable Insurance Contract Program. Fee-only: Financial planning fees starting at $1,500 per comprehensive plan or $150 to $300 per hour depending on complexity; fees negotiable.
33 W 14 Th Street, 3rd Floor
Columbus, GA 31901
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Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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.
Series 65
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Series 66
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