Kenneth Posco is a CFP-designated registered investment advisor at Investment Management Trust, LLC, based in Fitchburg, MA, with 21 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, High Net Worth, Investment Management, and 2 more. Their firm serves 147 clients with $120M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.25% |
| $100K - $200K | 1.00% |
| $200K - $300K | 0.82% |
| $300K - $400K | 0.75% |
| $400K - $500K | 0.63% |
| $500K - $600K | 0.50% |
| $600K+ | 0.38% |
Fees may be negotiable at the advisor's discretion. If the value of a client's account drops below $40,000, the client will be charged a minimum annual fee of $500; however, depending on the circumstances, the advisor may negotiate the minimum annual fee.
Fee Estimator
Location
14 Oliver St, Fitchburg, MA, 01420
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Kenneth is a CPA and owner of Kenneth P Posco, CPA, providing accounting, tax, and investment advisory services. He is registered with the state of Massachusetts.
Employment History
Current Registrations
Investment Management Trust, LLC
State Registrations1 state
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