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 Financial Planning & Coaching, Investment Management. Their firm serves 3,220 clients with $220M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Gradient Advisors uses third-party money managers to manage client accounts. The maximum annual fee Gradient Advisors will charge clients is 1.5% of the assets they manage. This fee is negotiable and depends on the money manager selected, the advisor providing services, and the value of the assets in the account. The fee is payable monthly, quarterly, or annually in advance or arrears based on the money manager. The investment management fees charged by the third-party managers are in addition to Gradient Advisors' fee.
Location
Chester Spring, PA
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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.