Kenneth Plummer
Kenneth Plummer is a ChFC-designated registered investment advisor at Gradient Advisors, LLC, based in Chester Spring, PA, with 18 years of industry experience. Kenneth operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 2,152 clients with $290M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Maximum annual fee charged is 1.50% of assets under management. Fees are negotiable and do not include separate fees charged by third-party money managers.
Fee Estimator
Location
Chester Spring, PA
Get directionsHistory
Regulatory History (2)
Customer Dispute
October 2002Customer Dispute
March 2001Other Business ActivitiesSells Insurance
Kenneth is the treasurer for West Vincent Democrats, a local volunteer organization, dedicating minimal time. He also works as an agent for The Eagle One Group, Inc. selling life, health insurance, and fixed annuities, taking about half of his time.
Employment History
Current Registrations
Gradient Advisors, LLC
Previous Registrations
Virtue Capital Management, LLC
United Advisors Corporation
Brookstone Capital Management LLC
Intersecurities, INC.
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.