KF
KF

Kenneth Feyers

25 Years of Experience
Coral Springs, FL
2 DisclosuresSells Insurance

Kenneth Feyers is a registered investment advisor at Safety of Principle Wealth Management, LLC, based in Coral Springs, FL, with 25 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, High Net Worth, Insurance Planning, Investment Management, and 2 more. Their firm serves 24 clients with $3.8M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
24 clients
Average Client Portfolio
$157K average
Assets Under Management
$3.8M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.00%
$1.0M - $4.0M0.75%
$4M+0.50%

Fees are negotiable based on number of client accounts, time spent on accounts and referrals of new clients.

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

12082 NW 30th St, Coral Springs, FL, 33065

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History

Regulatory History (2)
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Regulatory
May 2018
Final
Regulatory
October 2016
Final
Other Business ActivitiesSells Insurance

Kenneth owns Safety of Principle, Inc., an insurance company selling fixed annuities, life insurance, and long-term care policies. He is also a tax preparer in partnership with Joshua Feyers.

Employment History
Current Registrations
Safety of Principle Wealth Management, LLC
June 2007 - Present · 18 yrs 11 mos
Previous Registrations
Terra Securities CorporationBroker
January 2004 - April 2005 · 1 yr 3 mos
Capital Brokerage CorporationBroker
January 1999 - January 2004 · 5 yrs
State Registrations1 state
FL
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.
Kenneth Feyers - Financial Advisor | TrueAdvisor