KM
CFP
KM
CFP
Kenneth Marshall is a CFP-designated registered investment advisor at Development Group LLC, based in White Plains, 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 Alternative Investments.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
IM Fee
Planning only
Fee Structure
Minimum Investment:$25M
Investment management only (planning not offered)
Hourly Rate:$300/hr
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Location
75 S. Broadway, White Plains, NY, 10601
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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.
Learn about disclosures →Employment History
Current Registrations
Development Group LLC
August 2021 - Present · 4 yrs 9 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.