Kenneth Wolf
Kenneth Wolf is a registered investment advisor at Sovereign Asset Management, based in Amherst, NY, with 36 years of industry experience. Kenneth operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 1 more. Their firm serves 337 clients with $150M 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 $249K | 2.50% |
| $249K - $499K | 2.25% |
| $499K - $749K | 2.00% |
| $749K - $1000K | 1.75% |
| $1.0M - $1.5M | 1.50% |
| $1.5M+ | 1.25% |
Fees are negotiable and may be reduced by aggregating investments.
Fee Estimator
Location
4043 Maple Road Suite 210A, Amherst, NY, 14226
Get directionsHistory
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 →Other Business ActivitiesSells Insurance
Kenneth provides securities and investment advisory services as an officer of Priority Financial Group, dedicating full-time hours to this. He also co-owns Priority Financial Group, selling fixed life, fixed annuity, and long-term care insurance, and works as an investment adviser representative for Sovereign Asset Management about half of his time.
Employment History
Current Registrations
Sovereign Asset Management
Previous Registrations
LPL Financial LLCBroker
Next Financial Group, INC.
Next Financial Group, INC.Broker
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
State Registrations2 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.