Kerry Bouchard
Kerry Bouchard is a registered investment advisor at Gradient Advisors, LLC, based in Fenton, MI, 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 Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 2,152 clients with $290M 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% |
Maximum annual fee charged is 1.50% of assets under management. Fees are negotiable and do not include separate fees charged by third-party money managers.
Fee Estimator
Location
Fenton, MI
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.
Exams
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