KB
CFA
KB
CFA

Kenneth Brown

23 Years of Experience
Oklahoma City, OK

Kenneth Brown is a CFA-designated registered investment advisor at Krb and Associates, INC, based in Oklahoma City, OK, with 23 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.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
Not specified
Average Client Portfolio
Not specified
Assets Under Management
$16.5M

Fee Structure

Investment management only (planning not offered)

KRB and Associates charges a fee for investment advice, which can be either a fixed fee of $1,000 to $5,000 per quarter, an hourly rate of $100 to $150, or up to 0.12% per year. The specific fee structure depends on the written agreement with each client. These fees are paid quarterly.

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Location

1200 NW 63rd, Oklahoma City, OK, 73116

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Krb and Associates, INC
June 2002 - Present · 23 yrs 11 mos
State Registrations1 state
OK
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 Brown - Financial Advisor | TrueAdvisor