Kenneth Bolton is a registered investment advisor at Cs Planning CORP, based in Portland, OR, with 37 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, Investment Management, Retirement Planning. Their firm serves 2,819 clients with $1.3B in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
52 advisors
Number of Clients
2,819 clients
Average Client Portfolio
$449K average
Assets Under Management
$1.3B
Fee Structure
Planning is included in investment management (also available separately)
Minimum Annual Fee:$15,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.5M | 1.50% |
| $1.5M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.90% |
| $10M+ | 0.90% |
Fees negotiable above $10,000,000. Minimum fee: $15,000.00
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
3395 SW Garden View Ave, Portland, OR, 97225
Get directionsHistory
Regulatory History (1)
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Criminal
December 1976Final Disposition
Employment History
Current Registrations
Cs Planning CORP
January 2018 - Present · 8 yrs 6 mos
Previous Registrations
Wells Fargo Advisors Financial Network, LLC
July 2005 - February 2018 · 12 yrs 7 mos
Wells Fargo Advisors Financial Network, LLCBroker
July 2005 - February 2018 · 12 yrs 7 mos
Morgan Stanley
November 1998 - July 2005 · 6 yrs 8 mos
Morgan Stanley Dw INC.Broker
March 1989 - July 2005 · 16 yrs 4 mos
State Registrations1 state
CA
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.