Kevin Nulton is a CFP-designated registered investment advisor at Titanium Advisors, LLC, based in Franklin, MA, with 15 years of industry experience. Kevin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 48 clients with $170M 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 | 0.59% |
Also charges 0.40% annually for accounts held away that Titanium Advisors monitors. Also charges 0.25% annually for Section 529 Plan accounts. The minimum aggregate quarterly fee is $2,500 for new clients.
Fee Estimator
Location
9 Summer Street, Suite 303, Franklin, MA, 02038
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Titanium Advisors, LLC
State Registrations1 state
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