KB

Kenneth Elvin Brown

44 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
9 advisors
Number of Clients
190 clients
Average Client Portfolio
$1.9M average
Assets Under Management
$356.1M

Fee Structure

Minimum Investment:$50K
Minimum Annual Fee:$1,000

Avisen Advisors offers financial planning services on an hourly consulting fee basis or a project-based fixed fee basis, or it may be included as part of the fee paid for investment management services. Fees may be negotiated based on a client's asset levels, service requirements or other factors in the Firm’s sole discretion.

Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningTax PlanningEstate PlanningEducation Planning
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Advisor Information

Office location

3620 American River Drive, Suite 145, Sacramento, CA, 95864

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Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
August 2004
Settled
Other Business Activities

Kenneth is the principal and portfolio manager of Avisen Advisors, LLC, an investment advisory firm. He dedicates about a quarter of his time to this business.

Employment History
Current Registrations
Avisen Advisors, LLC
February 2010 - Present · 15 yrs 11 mos
Avisen Wealth Management, INC.Broker
August 2003 - Present · 22 yrs 5 mos
Previous Registrations
Round Hill Securities, INC.Broker
June 2001 - October 2003 · 2 yrs 4 mos
Wells Fargo Van Kasper, LLCBroker
November 1995 - June 2001 · 5 yrs 7 mos
Lynx Capital Group LLC
November 1995 - December 2011 · 16 yrs 1 mo
Painewebber Incorporated Broker
January 1995 - November 1995 · 10 mos
Kidder, Peabody & CO. IncorporatedBroker
March 1993 - January 1995 · 1 yr 10 mos
Everen Securities, INC. Broker
September 1990 - April 1993 · 2 yrs 7 mos
Bateman Eichler, Hill Richards, IncorporatedBroker
May 1989 - September 1990 · 1 yr 4 mos
Shearson Lehman Hutton INC.Broker
October 1984 - May 1989 · 4 yrs 7 mos
Kidder, Peabody & CO. IncorporatedBroker
October 1981 - October 1984 · 3 yrs
State Registrations12 states
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AdvisorBrokerBoth
Exams
No exam information available for this advisor.