Kenneth Hyatt is a registered investment advisor at Cl Wealth Management LLC, based in Greensboro, GA, with 22 years of industry experience. Kenneth operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 2,073 clients with $630M 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 $100K | 2.25% |
| $100K - $250K | 2.00% |
| $250K - $500K | 1.75% |
| $500K - $1.0M | 1.50% |
| $1.0M - $2.0M | 1.25% |
| $2M+ | 1.25% |
All fees are negotiated between the advisor and the client. A portion of the annual fee may be paid to the account custodian for billing, reporting and/or other administrative functions.
Fee Estimator
Location
Greensboro, GA
Get directionsHistory
Regulatory History (2)
Regulatory
March 2016Employment Separation After Allegations
March 2014Other Business Activities
Kenneth is a baseball umpire for the Middle Georgia Umpires Association & Ump Nation, officiating high school and elite showcase baseball tournaments. This takes about 10-20% of his time and is not investment-related.
Employment History
Current Registrations
Cl Wealth Management LLC
Cabot Lodge Securities LLCBroker
Previous Registrations
Sb Advisory, LLC
Ifs SecuritiesBroker
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Wells Fargo Advisors Financial Network, LLC
Wells Fargo Advisors Financial Network, LLCBroker
Pan-American Financial AdvisersBroker
One Orchard Equities, INC.Broker
The Great-West Life Assurance CompanyBroker
State Registrations5 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.