Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Fees for investment management vary between 0.25% and 1.75% annually, depending on the region, third-party independent program selections, and requested services. Financial planning and consulting fees range from $150 to $750 per hour or a flat fee of $2,000 to $25,000, depending on the scope and complexity of the engagement. Clients may also incur transaction charges and fund expenses. Retirement plan services fees generally range between 0.07% and 0.80% of plan assets.
Areas of Practice
Advisor Information
Office location
Dunedin, FL
Get directionsRegulatory History (2)
Regulatory
December 2013Regulatory
June 2010Other Business Activities
Kenneth is the president of Jewell Music Enterprises since 2016, collecting income from his band and handling business development, marketing, and concert promotion, dedicating a few hours per week. He is also the founder of Rocks the Cure, a non-profit, and serves as president of the Tampa Bay Chargers Soccer Club executive board of directors, each taking a few hours per week.