Kenneth Christie
Kenneth Christie is a ChFC-designated registered investment advisor at Spectrum Wealth Advisory Group, LLC, based in Granite Bay, CA, with 33 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, Investment Management, Retirement Planning, and 1 more. Their firm serves 604 clients with $370M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Spectrum Wealth Advisors offers asset management and comprehensive portfolio management services. The maximum annual fee for asset management is 1.75%, and for comprehensive portfolio management, it's 2.25%. Fees are negotiable and billed quarterly in advance, based on the value of your account. Fees are deducted from your account. They also offer access to LPL Financial advisory programs with fees up to 3.00% annually.
Location
5925 Granite Lake Drive, Suite 130, Granite Bay, CA, 95746
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Regulatory History (1)
Customer Dispute
March 2020Other Business ActivitiesSells Insurance
Kenneth is involved in several business activities, including non-variable insurance (spending about 10-20% of his time and a few hours per week), investment advisory services through Spectrum Wealth Advisory Group, LLC (nearly full-time), real estate rental through KCGC Group, LLC and other properties (minimal time), and serving as a board member for Rutherford Capital, Inc (minimal time). He also has an entity for accounting purposes.
Employment History
Current Registrations
Spectrum Wealth Advisory Group, LLC
LPL Financial LLCBroker
Previous Registrations
The Wealth Consulting Group
LPL Financial LLC
Northwestern Mutual Investment Services, LLCBroker
Robert W. Baird & CO. IncorporatedBroker
State Registrations15 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.