Kenneth Holley is a CFA-designated registered investment advisor at Haven Global Partners, LLC, based in Atlanta, GA, 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 20 clients with $1.4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $10.0M | 1.00% |
| $10M+ | 0.50% |
Fee Estimator
Location
191 Peachtree Street Ne, Suite 4100, Atlanta, GA, 30303
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Haven Global Partners, LLC
Previous Registrations
Herndon Capital Management, LLC
State Registrations1 state
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