KN
CFP
KN
CFP

Kenneth Nuttall

7 Years of Experience
New York, NY
Sells Insurance

Kenneth Nuttall is a CFP-designated registered investment advisor at Blackdiamond Wealth Management, LLC, based in New York, NY, with 7 years of industry experience. Kenneth operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 328 clients with $320M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
7 advisors
Number of Clients
328 clients
Average Client Portfolio
$983K average
Assets Under Management
$322.4M

Fee Structure

Planning is included in investment management (also available separately)

BlackDiamond's investment management fee is based on the average daily balance of your portfolio and is charged monthly. The fee can be up to 1.25% per year, depending on the complexity of the services, the amount of assets managed, and the overall relationship. Fees may be negotiable. BlackDiamond may recommend unaffiliated investment managers, but the total fee will not exceed 2.00% annually.

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Location

31 Hudson Yards, Floor 10, Suite 55, New York, NY, 10001

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Kenneth is involved in insurance sales at the same address as his advisory business. This non-investment related activity takes about 10% of his time.

Employment History
Current Registrations
Blackdiamond Wealth Management, LLC
December 2019 - Present · 6 yrs 5 mos
Previous Registrations
Signator Investors, INC.
November 2016 - March 2018 · 1 yr 4 mos
Signator Investors, INC.Broker
October 2016 - March 2018 · 1 yr 5 mos
State Registrations1 state
DE
Advisor

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
No exam information available for this advisor.
Kenneth Nuttall - Financial Advisor | TrueAdvisor