Kevin Boutwell is a CFP-designated registered investment advisor at Veracity Capital LLC, based in Atlanta, GA, 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 Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 331 clients with $700M 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 $1.0M | 1.50% |
| $1.0M - $5.0M | 1.40% |
| $5.0M - $10.0M | 1.30% |
| $10.0M - $25.0M | 1.20% |
| $25M+ | 1.00% |
Fees may be negotiable.
Fee Estimator
Location
2859 Paces Ferry Road, Suite 635, Atlanta, GA, 30339
Get directionsHistory
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
Kevin serves on the Board of Directors for the Cobb County Public Safety Foundation and dedicates minimal time to it. Kevin is also a licensed insurance agent at Veracity Capital Risk Management LLC and offers tax preparation and planning services through Veracity Capital Tax Advisors, LLC, spending a few hours per week on this.
Employment History
Current Registrations
Veracity Capital LLC
Previous Registrations
F3logic, LLC
The Ayco Company,l.p.
Mercer Allied Company, L.P.Broker
Goldman, Sachs & CO.Broker
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.