Kevin Smith
Kevin Smith is a registered investment advisor at Gradient Advisors, LLC, based in Roanoke, VA, with 13 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, Insurance Planning, Investment Management, and 2 more. Their firm serves 2,152 clients with $290M 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 | 1.50% |
Maximum annual fee charged is 1.50% of assets under management. Fees are negotiable and do not include separate fees charged by third-party money managers.
Fee Estimator
Location
2774 Electric Road,, Suite B, Roanoke, VA, 24018
Get directionsHistory
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.
Exams
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