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Kenneth Katzen
22 Years of Experience
Houston, TX
1 Disclosure
Kenneth Katzen is a registered investment advisor at Post Oak Investment Management, INC, based in Houston, TX, with 22 years of industry experience. Kenneth operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 36 clients with $19M in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
36 clients
Average Client Portfolio
$528K average
Assets Under Management
$19.0M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees may be negotiable in certain circumstances and may vary from client to client.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
4265 San Felipe, Suite 1100, Houston, TX, 77027
Get directionsHistory
Regulatory History (1)
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Financial
September 2018Pending
Employment History
Current Registrations
Post Oak Investment Management, INC
July 2003 - Present · 22 yrs 9 mos
State Registrations1 state
TX
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.