Kenneth Aulbach is a registered investment advisor at Icon Advisers, INC., based in Mountain Lakes, NJ, with 29 years of industry experience. Kenneth is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include High Net Worth, Investment Management, Socially Responsible Investing. Their firm serves 297 clients with $880M 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 $250K | 2.00% |
| $250K - $750K | 1.50% |
| $750K - $1.0M | 1.00% |
| $1M+ | 1.00% |
Schedule reflects the primary Tactical Allocation Portfolios (Growth, Moderate, International, and Global). Conservative and Income tactical portfolios charge 0.80% for the first $250K, 0.70% up to $1M. Strategy-Based Global portfolios charge 1.55% up to $1M. Separately managed accounts have separate multi-tier schedules starting at 1.85% (Multi-Cap) or 1.25% (SRI). Fees are negotiable for accounts over $1M.
Fee Estimator
Location
Mountain Lakes, NJ
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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
Icon Advisers, INC.
Rfs Partners
Rfs PartnersBroker
Previous Registrations
American Portfolios Advisors, INC
American Portfolios Financial Services, INC.Broker
American Portfolios Advisors, INC
American Portfolios Financial Services, INC.Broker
Innovation Partners LLC
Innovation Partners LLCBroker
Investors Capital Advisory
Investors Capital CORP.Broker
Jackson National Life Distributors, INC.Broker
Sun Life of Canada (U.S.) Distributors, INC.Broker
Cna Investor Services, INC.Broker
Pacific Select Distributors, INC.Broker
Ohio National Equities, INC.Broker
Keyport Financial Services CORP.Broker
Nationwide Advisory Services, INC.Broker
Keyport Financial Services CORP.Broker
State Registrations13 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.
Exams
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