Jerry Love is a CFP-designated registered investment advisor at F L Putnam Investment Management CO., based in Kalamazoo, MI, with 22 years of industry experience. Jerry operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Charitable Giving, Education Planning, Estate Planning, and 8 more. Their firm serves 3,054 clients with $9.7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.10% |
| $2.0M - $5.0M | 0.93% |
| $5.0M - $10.0M | 0.80% |
| $10M+ | 0.60% |
Fees are negotiable under certain circumstances. Separately managed accounts use flat fees (0.25% to 0.65%).
Fee Estimator
Location
161 East Michigan Avenue, Suite 500, Kalamazoo, MI, 49007
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 Activities
Jerry is a sole proprietor offering financial planning, estate planning, tax work, and trustee services to a limited number of clients. Investment considerations are a component of the services provided, but require a negligible amount of time during trading hours.
Employment History
Current Registrations
F L Putnam Investment Management CO.
Previous Registrations
Arcadia Investment Management CORP
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
More Advisors
- Michael Mueller, CFAF L Putnam Investment Management CO.
- Lucas Mansberger, CFA, CFPBreakwater Capital
- Michael Matteson, CFPEdward Jones
- Brandon Keehr, CFPSchaeffer Financial LLC
- Charles Wattles, CFALong Road Investment Counsel, LLC
- John Ruzza, CFPCx Institutional, LLC