Kevin Klute
Kevin Klute is a registered investment advisor at Gradient Advisors, LLC, based in Bettendorf, IA, with 8 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
1035 Lincoln Rd, Suite 201, Bettendorf, IA, 52722
Get directionsHistory
Regulatory History (1)
Regulatory
August 2017Other Business ActivitiesSells Insurance
Kevin owns Financial Logic Wealth Management, providing wealth management and financial planning services, dedicating about a quarter of his time. He also owns Kevin Klute LLC, doing business as Financial Logic, selling fixed and indexed annuities, dedicating nearly full-time hours.
Employment History
Current Registrations
Gradient Advisors, LLC
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.
Exams
More Advisors
- Roger Pearson, CFPOsaic Wealth, INC.
- Anthony Carpita, CFPIntegrity Alliance, LLC
- Merriam Rink, CFPAusdal Financial Partners, INC.
- Myra Very, ChFCLPL Financial LLC
- Andrew Swanson, CFPNikulski Financial, INC.
- Gregory Hancock, ChFCState Farm Investment Management CORP.