Kenneth Patsey
Kenneth Patsey is a registered investment advisor at Wisdom Investment Strategies, LLC, based in Chagrin Falls, OH, with 15 years of industry experience. Kenneth operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 12 clients with $13M 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 | 1.00% |
Fees are negotiable depending on individual client circumstances. A performance-based fee may also apply to certain qualified clients.
Fee Estimator
Location
Chagrin Falls, OH
Get directionsHistory
Regulatory History (1)
Judgment / Lien
March 2013Other Business Activities
Kenneth is an Executive Director of Manufacturing Works, a non-profit organization supporting manufacturing companies. He may allocate about half of his time to this role.
Employment History
Current Registrations
Wisdom Investment Strategies, LLC
Previous Registrations
Main Street Investment Management, LLC
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.