Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 2.20% |
| $250K - $750K | 1.75% |
| $750K - $2.0M | 1.25% |
| $2M+ | 0.75% |
Fees are negotiable.
Fee Estimator
For portfolio management, you'll pay an annual fee based on the amount of assets managed, as shown in the table above. These fees are negotiable. The minimum investment amount is $25,000, but this may be waived. Comprehensive financial planning has a maximum fee of $15,000, which is also negotiable. Limited and hourly financial planning are billed at a maximum of $250/hour, also negotiable.
Areas of Practice
Advisor Information
Office location
708 Mclain Road, Kannapolis, NC, 28083
Get directionsRegulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Kenneth is the president of Arriba Investment & Exchange Corp and Right Now Properties Inc, and co-executor of the Eirkson Estate. He is also an insurance agent with Synergy Insurance Group, dedicating about a quarter of his time to insurance product sales, and an IA rep with Synergy Investment Group, LLC, spending nearly full-time providing investment advisory services.