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David Kenkel is a registered investment advisor at Outfitter Financial, based in Brunswick, ME, with 24 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 69 clients with $160M in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
69 clients
Average Client Portfolio
$2.3M average
Assets Under Management
$156.9M
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.50% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.75% |
Fees may be negotiable. For any portion of your account managed by a Sub-Advisor, this management fee schedule may not apply.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
14 Maine St, Suite 406, Brunswick, ME, 04011
Get directionsHistory
Regulatory History (2)
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Customer Dispute
December 2005Settled
Customer Dispute
September 2002Settled
Employment History
Current Registrations
Outfitter Financial
January 2018 - Present · 8 yrs 4 mos
Previous Registrations
Andrew Garrett, INC.
June 2013 - March 2014 · 9 mos
Outfitter Financial CORP.
June 2013 - August 2016 · 3 yrs 2 mos
Outfitter Advisors, LTD.
May 2013 - May 2018 · 5 yrs
Oppenheimer & CO. INC.
January 2003 - June 2013 · 10 yrs 5 mos
Cibc World Markets CORP.
May 2001 - January 2003 · 1 yr 8 mos
State Registrations3 states
MAMETX
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.