KB

Kenneth Michael Beach

45 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
5 advisors
Number of Clients
609 clients
Average Client Portfolio
$621K average
Assets Under Management
$378.0M

Fee Structure

Minimum Investment:None
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $250K2.50%
$250K - $500K2.00%
$500K - $1.0M1.50%
$1M+1.50%

Fees negotiable for accounts over $1,000,000.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Hourly Rate:Up to $495/hr

Investment Supervisory Services (ISS) fees for Portfolio Freedom Accounts are based on a percentage of assets under management, ranging up to 2.50% annually. Pension Consulting fees are negotiated per plan, not to exceed 1.50% of assets under advisement, or a flat fee not to exceed $2,500. Financial planning fees are calculated on an hourly basis, with a maximum of $495 per hour. There is no minimum account size, but CIGI reserves the right to decline management services.

Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingEstate PlanningCharitable Giving
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Advisor Information

Office location

444 E. Pikes Peak Avenue, Suite 200, Colorado Springs, CO, 80903

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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 1992
Settled
Employment History
Current Registrations
Cascade Investment Group, INC.
January 1999 - Present · 27 yrs
Cascade Investment Group, INC. Broker
July 1996 - Present · 29 yrs 6 mos
Previous Registrations
Smith Barney INC. Broker
May 1980 - August 1996 · 16 yrs 3 mos
State Registrations19 states
AKAZCACOFLIAIDILMONCNENHNMOHTNTXVAWAWV
AdvisorBrokerBoth
Exams
No exam information available for this advisor.