Britt Bazemore
Britt Bazemore is a CFP-designated registered investment advisor at Kingsmark Private Financial Advisors, LLC, based in Albany, GA, with 17 years of industry experience. Britt operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Insurance Planning, Investment Management, and 2 more. Their firm serves 424 clients with $370M 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 $500K | 1.25% |
| $500K - $1.0M | 1.10% |
| $1.0M - $2.0M | 0.85% |
| $2.0M - $4.0M | 0.70% |
| $4M+ | 0.50% |
Fee Estimator
Location
601 Pointe North Boulevard, Albany, GA, 31721
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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
Britt is the CEO of Broadview Advisory Group, LLC, working as a financial advisor/CPA, and an independent insurance agent. He also works as a CPA through Broadview Advisory Group, is the owner of Broadview, LLC (timber investment and consulting), and is the secretary of Doublegate Country Club.
Employment History
Current Registrations
Kingsmark Private Financial Advisors, LLC
State Registrations1 state
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