Kenneth Moraif
Kenneth Moraif is a CFP-designated registered investment advisor at Retirement Planners of America, based in Aspen, CO, with 25 years of industry experience. Kenneth operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Insurance Planning, Investment Management, and 2 more. Their firm serves 5,657 clients with $3.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.30% |
Standard fee is 1.30% annually, while legacy clients may pay 1.25%. Accounts with $250,000 or less custodied at Pershing in the Retirement Planners of America Direct program pay 1.85%. Variable annuities, certain 401(k) accounts, and held-away accounts are charged a flat negotiable fee not to exceed 1.25%.
Fee Estimator
Location
Aspen, CO
Get directionsHistory
Regulatory History (2)
Employment Separation After Allegations
December 2010Customer Dispute
September 2002Other Business ActivitiesSells Insurance
Kenneth works as an independent insurance agent for various independent insurance companies. This activity is insurance-related.
Employment History
Current Registrations
Retirement Planners of America
Previous Registrations
Cambridge Investment Research Advisors, INC.
Eagle Strategies LLC
State Registrations4 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
More Advisors
- Brooke Gais, CFPObermeyer Wealth Partners
- Jeffrey Sgroi, CFPRaymond James Financial Services Advisors, INC
- Nickolas Ohara, CFPOsaic Wealth, INC.
- Roger Hennefeld, CFAObermeyer Wealth Partners
- Jeffrey Swett, CFPUBS Financial Services INC.
- Coley Cassidy, CFARockefeller Capital Management