Kenneth Surber is a CFP-designated registered investment advisor at Edward Jones, based in Harrisonburg, VA, with 40 years of industry experience. Kenneth is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 4,069,320 clients with $1000B 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 | 1.40% |
The fee schedule consists of a Program Fee (up to 1.35%) and a Platform Fee (up to 0.05%), totaling a maximum annual rate of 1.40%. Fees are negotiable and may be lower based on account size or pricing groups.
Fee Estimator
Location
245 Newman Avenue, Harrisonburg, VA, 22801
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Regulatory History (1)
Customer Dispute
March 2024Other Business Activities
Kenneth is a member of CRB Properties LLC, a business rental property, since 1986, dedicating minimal time to maintaining the property. He is also a managing member of KNK Bay LLC, an RV rental lot, since 2020, with no responsibilities.
Employment History
Current Registrations
Edward Jones
Edward JonesBroker
State Registrations26 states
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
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