KP
KP

Kenneth Pollinger

4 Years of Experience
New York, NY

Kenneth Pollinger is a registered investment advisor at Klingenstein Fields Advisors, based in New York, NY, with 4 years of industry experience. Kenneth operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, High Net Worth, Investment Management, and 1 more. Their firm serves 1,267 clients with $4.7B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5 advisors
Number of Clients
1,267 clients
Average Client Portfolio
$3.7M average
Assets Under Management
$4.7B

Fee Structure

Minimum Investment:$3M

KF Advisors charges a fee based on the value of your investments, up to 1.00% per year. The specific rate is detailed in your investment advisory agreement. Fees are generally not negotiable, but can vary based on factors like the assets in the account, account size, and investment requirements.

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Location

125 Park Avenue, Suite 1700, New York, NY, 10017-5529

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Kenneth is a Director and Member of the Audit Committee of Brandywine Trust Company, LLC, a non-deposit trust company. He dedicates minimal time to this role, including securities trading hours.

Employment History
Current Registrations
Klingenstein Fields Advisors
September 2021 - Present · 4 yrs 7 mos
State Registrations1 state
NY
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Kenneth Pollinger - Financial Advisor | TrueAdvisor