Kenneth Fonteyn
Kenneth Fonteyn is a registered investment advisor at LPL Financial LLC, based in Palm Beach Gardents, FL, with 34 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
Palm Beach Gardents, FL
Get directionsHistory
Regulatory History
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 →Other Business ActivitiesSells Insurance
Kenneth operates Gladstone Wealth Partners as a DBA for his LPL business, dedicating full-time hours to it. He is also involved with Book of Brokers, dealing with non-variable insurance, and owns a real estate rental property, requiring minimal time.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Ameriprise Advisor Services, INC.Broker
Morgan Stanley & CO. IncorporatedBroker
Morgan Stanley & CO. Incorporated
Morgan Stanley
Morgan Stanley Dw INC.Broker
Northwestern Mutual Investment Services, LLCBroker
Robert W. Baird & CO. Incorporated
Robert W. Baird & CO. IncorporatedBroker
Prudential Securities IncorporatedBroker
Joseph Charles & Assoc., INC.Broker
Professional Asset Management, INC.Broker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
Ashton Young Financial ServicesBroker
State Registrations18 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.