Kevin Burnett
Kevin Burnett is a registered investment advisor at Northwest Investment Advisors, INC, based in Great Falls, MT, with 10 years of industry experience. Kevin is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 115 clients with $45M 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 $250K | 1.50% |
| $250K - $1.0M | 1.00% |
| $1M+ | 0.75% |
Management fees are negotiable based on account size, activity levels, type of holdings, and aggregated account values. Fees can be calculated on a tiered or linear schedule depending on the agreement.
Fee Estimator
Location
Great Falls, MT
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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 Activities
Kevin owns Clover Technologies, LLC, providing computer support and training, dedicating a few hours per week. He is also a Notary Public for the State of Montana, spending minimal time on this. Finally, Kevin owns a landscaping business, spending nearly full-time hours on it.
Employment History
Current Registrations
Northwest Investment Advisors, INC
Northwest Investment Advisors, INC.
Northwest Investment Advisors, INC.Broker
Previous Registrations
Wells Fargo Advisors, LLCBroker
Wells Fargo Advisors, LLC
Waddell & Reed
Waddell & Reed, INC.Broker
State Registrations3 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.
Exams
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