Kerry Bouchard
Kerry Bouchard is a registered investment advisor at Gradient Advisors, LLC, based in Arden Hills, MN, with 8 years of industry experience. Kerry 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
4105 Lexington Avenue N., Suite 225, Arden Hills, MN, 55126
Get directionsHistory
Regulatory History (3)
Financial
April 2021Financial
April 2021Customer Dispute
January 2008Other Business ActivitiesSells Insurance
Kerry is the owner and investment advisor representative at Milestone Wealth Management 123, LLC, providing advisory services, dedicating about half of their time. Kerry is also an insurance agent and owner at Milestone Retirement, providing insurance services, dedicating about half of their time overall, but minimal time during trading hours.
Employment History
Current Registrations
Gradient Advisors, LLC
Previous Registrations
Simplicity Wealth
Horter Investment Management, LLC
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.