Kevin Smith
Kevin Smith is a registered investment advisor at Gradient Advisors, LLC, based in Roanoke, VA, with 12 years of industry experience. Kevin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 3,220 clients with $220M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Gradient Advisors uses third-party money managers to manage client accounts. The maximum annual fee Gradient Advisors will charge clients is 1.5% of the assets they manage. This fee is negotiable and depends on the money manager selected, the advisor providing services, and the value of the assets in the account. The fee is payable monthly, quarterly, or annually in advance or arrears based on the money manager. The investment management fees charged by the third-party managers are in addition to Gradient Advisors' fee.
Location
2774 Electric Road,, Suite B, Roanoke, VA, 24018
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Regulatory History (1)
Criminal
July 1999Other Business ActivitiesSells Insurance
Kevin is an investment advisor representative (IAR) with IPG Investments since 2023. He also owns and manages rental property and is the owner and president of IPG Financial, where he sells life, annuity, and health insurance, dedicating nearly full-time hours to this activity.
Employment History
Current Registrations
Gradient Advisors, LLC
Previous Registrations
Foundations Investment Advisors LLC
Sgl Financial, LLC
Creative Financial Designs, INC.
Esi Financial Advisors
AXA Advisors, LLC
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.