Kenneth Daly is a registered investment advisor at Cerity Partners LLC, based in Austin, TX, with 36 years of industry experience. Kenneth operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 19,810 clients with $120B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Our comprehensive wealth management service fee is negotiable based on the factors listed herein and generally would not exceed 1.50% per year of assets under advisement.
Fee Estimator
Location
3108 N Lamar Blvd., Suite B100, Austin, TX, 78705
Get directionsHistory
Regulatory 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 →Employment History
Current Registrations
Cerity Partners LLC
Previous Registrations
Austin Private Wealth, LLC
Ameriprise Financial Services, INC.Broker
Optionsxpress, INC.Broker
Charles Schwab & CO., INC.Broker
Hold Brothers On-Line Investment Services L.L.C.Broker
Hold Brothers On-Line Investment Services L.L.C.Broker
Kershner Trading Group, LLCBroker
Citicorp Investment ServicesBroker
Hold Brothers On-Line Investment Services L.L.C.Broker
Jefferies & Company, INC.Broker
Knight Capital Markets, LLC.Broker
Trimark Securities, INC.Broker
Oppenheimer & CO., INC.Broker
Lazard Freres & CO.Broker
State Registrations1 state
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.