Clinton Kilgore
Clinton Kilgore is a registered investment advisor at Ethos Private Wealth, based in Chattanooga, TN, with 12 years of industry experience. Clinton operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 47 clients with $47M 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 | 1.25% |
Annual management fee up to 1.25% of the net asset value of the account. All fees are negotiable.
Fee Estimator
Location
Chattanooga, TN
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
August 2021Other Business Activities
Clinton is a Managing Partner and financial advisor at Ethos Wealth Management, LLC, providing financial planning and portfolio management. This takes about 10-20% of Clinton's time.
Employment History
Current Registrations
Ethos Private Wealth
Previous Registrations
March Capital CORP.Broker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
March Capital CORP.Broker
Xnergy Financial LLCBroker
State Registrations4 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.