KB
KB

Kevin Britt

26 Years of Experience
Boston, MA
Broker

Kevin Britt is a registered investment advisor at Mfs Institutional Advisors INC., based in Boston, MA, with 26 years of industry experience. Kevin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 10,260 clients with $110B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
51 advisors
Number of Clients
10,260 clients
Average Client Portfolio
$10.9M average
Assets Under Management
$111.8B

Fee Structure

Minimum Investment:$50M
Investment management only (planning not offered)

MFSI provides investment management services to institutional clients and through managed account programs. Fees for investment management are based on a percentage of the assets managed. The specific percentage depends on the investment strategy used. Fees are negotiable and may vary based on factors such as the size of the account and the client's relationship with MFS. MFSI may also charge performance-based fees. Managed Account Programs have different fee structures, which may be bundled or unbundled.

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Location

111 Huntington Avenue, Boston, MA, 02199-7618

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Kevin is a partner in Khem Properties, LLC (rental properties), dedicating minimal time per month. He is also a board member for a neighborhood homeowners association, also dedicating minimal time per month.

Employment History
Current Registrations
Mfs Institutional Advisors INC.
October 2014 - Present · 11 yrs 7 mos
Mfs Fund Distributors, INC.
September 2014 - Present · 11 yrs 8 mos
Mfs Fund Distributors, INC.Broker
September 2014 - Present · 11 yrs 8 mos
Previous Registrations
Invesco Advisers, INC.
January 2010 - September 2014 · 4 yrs 8 mos
Invesco Aim Private Asset Management, INC.
January 2006 - January 2010 · 4 yrs
Invesco Distributors, INC.Broker
December 2000 - September 2014 · 13 yrs 9 mos
Banc One Securities CorporationBroker
June 2000 - October 2000 · 4 mos
Dean Witter Reynolds INC.Broker
September 1999 - May 2000 · 8 mos
State Registrations3 states
KSMAMO
AdvisorBroker

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.