Kevin Nolan
Kevin Nolan is a CFP-designated registered investment advisor at Essex Financial Services, INC., based in Southport, CT, with 31 years of industry experience. Kevin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, High Net Worth, and 3 more. Their firm serves 2,963 clients with $4.2B 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% |
Annual investment management fees range from 0.50% to 1.50% based on asset size, complexity, and overall relationship. Fees are negotiable at the firm's discretion.
Fee Estimator
Location
30 Jelliff Ln, Southport, CT, 06890
Get directionsHistory
Regulatory History (2)
Customer Dispute
July 2011Customer Dispute
April 2008Employment History
Current Registrations
Essex Financial Services, INC.
Previous Registrations
Essex Financial Services, INC.Broker
Sontag Advisory LLC
Strategic Advisers, INC.
Fidelity Brokerage Services LLCBroker
Fidelity Investments Institutional Services Company, INC.Broker
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.
Exams
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