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Kenneth Hyatt

Cl Wealth Management LLC
23 Years of Experience
Greensboro, GA
2 DisclosuresBroker
View SEC Summary
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Kenneth Hyatt is a registered investment advisor at Cl Wealth Management LLC, based in Greensboro, GA, with 23 years of industry experience. Kenneth is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 2,168 clients with $730M in assets under management.

Cl Wealth Management LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
42 advisors
Number of Clients
2,168 clients
Average Client Portfolio
$338K average
Assets Under Management
$733.6M

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $100K2.25%
$100K - $250K2.00%
$250K - $500K1.75%
$500K - $1.0M1.50%
$1.0M - $2.0M1.25%
$2M+1.25%

Fees are negotiable for accounts over $2,000,000.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

Greensboro, GA

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Regulatory
March 2016
Final
Employment Separation After Allegations
March 2014
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Kenneth is a baseball umpire for the Middle Georgia Umpires Association & Ump Nation, officiating high school and elite showcase baseball tournaments. This takes about 10-20% of his time and is not investment-related.

Employment History
Current Registrations
Cl Wealth Management LLC
October 2019 - Present · 7 yrs
Cabot Lodge Securities LLCBroker
September 2019 - Present · 7 yrs 1 mo
Previous Registrations
Sb Advisory, LLC
April 2014 - May 2020 · 6 yrs 1 mo
Ifs SecuritiesBroker
March 2014 - September 2019 · 5 yrs 6 mos
Raymond James Financial Services Advisors, INC
September 2013 - March 2014 · 6 mos
Raymond James Financial Services, INC.Broker
September 2013 - March 2014 · 6 mos
Wells Fargo Advisors Financial Network, LLC
October 2009 - September 2013 · 3 yrs 11 mos
Wells Fargo Advisors Financial Network, LLCBroker
September 2009 - September 2013 · 4 yrs
Pan-American Financial AdvisersBroker
March 2003 - December 2003 · 9 mos
One Orchard Equities, INC.Broker
January 1997 - January 2002 · 5 yrs
The Great-West Life Assurance CompanyBroker
July 1996 - January 1997 · 6 mos
State Registrations6 states
FLGAMINCSCVA
AdvisorBrokerBoth

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
No exam information available for this advisor.
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