KC
ChFC
KC
ChFC

Kenneth Cantley

10 Years of Experience
Huntsville, AL
Sells Insurance

Kenneth Cantley is a ChFC-designated registered investment advisor at Kg Consulting Group, INC., based in Huntsville, AL, with 10 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 15 clients with $11M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
15 clients
Average Client Portfolio
$723K average
Assets Under Management
$10.8M

Fee Structure

Minimum Investment:$100K
Investment management only (planning not offered)
Minimum Annual Fee:$1,000
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Annual fee capped at $2,100. Fee is negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Huntsville, AL

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History

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.

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Other Business ActivitiesSells Insurance

Kenneth sells general insurance to his clients on an as-needed basis since 1986, dedicating minimal time to this activity. He also owns a rental property, spending minimal time on its management.

Employment History
Current Registrations
Kg Consulting Group, INC.
November 2015 - Present · 10 yrs 6 mos
State Registrations1 state
AL
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.