Kermit Mcgregor
Kermit Mcgregor is a registered investment advisor at Foundations Investment Advisors LLC, based in Niceville, FL, with 4 years of industry experience. Kermit operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 25,166 clients with $7.2B 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 | 2.00% |
A $150 annual minimum management fee will be assessed on all accounts. All accounts will also be assessed a $50 annual administrative and technology fee (ATF) at the end of the January billing cycle. The fee schedule may not be the actual fee charged, but the maximum fee charged. Sub-Adviser fees are included in the fee schedule above.
Fee Estimator
Location
4400 Hwy 20 E, Suite 312, Niceville, FL, 32578
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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
Kermit is an insurance agent at Cabot Insurance Group and co-owner/vice president at McGregor Financial Group, where he sells fixed insurance products, dedicating full-time hours. He also owns Cabot Massage Therapy & Pain Management clinic, spending minimal time on business and administrative functions.
Employment History
Current Registrations
Foundations Investment Advisors LLC
Previous Registrations
Ae Wealth Management, LLC
Brokers Financial
Edward Jones
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.