Kent Seymour is a CFA-designated registered investment advisor at Menlo Advisors LLC, based in Menlo Park, CA, with 23 years of industry experience. Kent operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 3 more. Their firm serves 43 clients with $320M 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 $2.0M | 1.00% |
| $2.0M - $10.0M | 0.75% |
| $10.0M - $30.0M | 0.50% |
| $30M+ | 0.50% |
Fees negotiable for accounts over $30,000,000. Affiliated accounts are aggregated when calculating the fee schedule.
Fee Estimator
Location
659 Oak Grove Avenue, Suite 207, Menlo Park, CA, 94025
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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 →Employment History
Current Registrations
Menlo Advisors LLC
Previous Registrations
Menlo Advisors LLC
The Portola Group INC
State Registrations1 state
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