Kenneth Nutt
Kenneth Nutt is a registered investment advisor at Spc, based in Sterling Heights, MI, with 42 years of industry experience. Kenneth operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 30,881 clients with $5.7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
SPC offers investment management through the SIGMA Managed Account program. Clients pay an annual account management fee based on a percentage of their account assets. The fee includes a program fee and the IAR's compensation. For example, if your account AUM is $1,500,000, the first $500,000 is billed at 2.50%, the next $250,000 at 1.75%, the next $250,000 at 1.50%, and the remaining $500,000 at 1.25%. The maximum annual advisory fee is 2.5%. The program fee is 0.15% on all assets. There is a $30 minimum annual program fee.
SPC also offers direct-at-fund programs where clients pay an annual asset-based investment management fee of 0.5%.
Location
43928 Mound Road, Sterling Heights, MI, 48314
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
February 1998Other Business ActivitiesSells Insurance
Kenneth operates under the name Nutt and Nutt Investment Planners and sells various insurance products through different insurance companies. He is also a member/investor in Camera Comrade and a board member of The Robby Atherton Foundation, dedicating minimal time to each.
Employment History
Current Registrations
Spc
Sigma Financial CorporationBroker
Previous Registrations
Michigan Securities, INC.Broker
Leonard & CompanyBroker
Jefferson Pilot Securities CorporationBroker
Travelers Equities Sales, INC.Broker
Jefferson Pilot Securities CorporationBroker
State Registrations6 states
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.