Kenneth Reeves
Kenneth Reeves is a CFP-designated registered investment advisor at Egi Financial, INC., based in Akron, OH, with 38 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, Retirement Planning. Their firm serves 292 clients with $350M 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 $500K | 1.25% |
| $500K - $1.5M | 1.10% |
| $1.5M - $3.0M | 0.95% |
| $3M+ | 0.80% |
Money Management fees are negotiable dependent upon investment strategy and requirements, potential future asset additions and other relationship issues.
Fee Estimator
Location
50 South Main Street, Suite 1210, Akron, OH, 44308-1831
Get directionsHistory
Regulatory History (2)
Customer Dispute
September 2015Customer Dispute
November 2013Other Business Activities
Kenneth co-owns Mountain Creek Tree Farm. He is also the Chairman of the Board for the Charles R Elmer Scholarship Foundation and a limited partner involved in manual labor at Reeves FLP Christmas Tree Farm.
Employment History
Current Registrations
Egi Financial, INC.
American Heritage Securities, INC.Broker
Previous Registrations
Stifel, Nicolaus & Company, Incorporated
Stifel, Nicolaus & Company, IncorporatedBroker
Wachovia Securities, LLC
Wachovia Securities, LLCBroker
A. G. Edwards & Sons, INC.
A. G. Edwards & Sons, INC.Broker
Painewebber IncorporatedBroker
Kidder, Peabody & CO. IncorporatedBroker
State Registrations8 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.