Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
The annual fee for portfolio management services is billed quarterly in arrears based on the value of assets in the previous quarter. The annualized fee generally ranges from 0.35% to 1.25% of assets under management and is negotiable, based on the size, asset composition, and complexity of the client's account.
Areas of Practice
Advisor Information
Office location
1801 East Ninth Street, Suite 1600, Cleveland, OH, 44114
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 Activities
Kenneth is a consultant for Dreamfinders Land Bank, an investment fund, and spends minimal time on this activity. He also holds positions as Executive Director and CFO at The 4100 Group, on the Logix Investments Investment Committee, and as Chief Investment Officer at Bull Harbor Capital.