Kent Binning
Kent Binning is a registered investment advisor at Portside Wealth Group, LLC, based in Provo, UT, with 24 years of industry experience. Kent operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 5,384 clients with $1.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portside Wealth Group charges an annual fee for managing your investments, ranging from 0% to 2% of your portfolio's value. The exact percentage depends on the size of your portfolio, the complexity of the services, and the level of administration you request. The fee is calculated based on the balance at the end of the previous quarter and is billed quarterly in advance. The fee is negotiable.
Location
Provo, UT
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Kent is the owner of Insurance Trails, receiving renewal and overrides from a prior insurance brokerage, dedicating about 10-20% of his time. He is also an Investment Advisor Representative (IAR) at Portside Wealth Advisors, working full-time.
Employment History
Current Registrations
Portside Wealth Group, LLC
Previous Registrations
Townsquare Capital, LLC
Allegis Investment Advisors, LLC
Eagle Strategies LLC
Nylife Securities LLCBroker
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
Oneamerica Securities, INC.
Oneamerica Securities, INC.Broker
UBS Financial Services INC.
UBS Financial Services INC.Broker
Securian Financial Services, INC.
Securian Financial Services, INC.Broker
Allegis Advisors, INC.
Esi Financial Advisors
Equity Services, INC.Broker
State Registrations2 states
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.