Kenneth Davey
Kenneth Davey is a registered investment advisor at Carrington Advisors, LLC, based in San Diego, CA, 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 Education Planning, Estate Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 103 clients with $98M 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 $500K | 1.95% |
| $500K - $1.0M | 1.85% |
| $1.0M - $2.0M | 1.75% |
| $2M+ | 1.65% |
Fees are negotiable and may vary from the standard schedule.
Fee Estimator
Location
591 Camino De La Reina, Suite #1050, San Diego, CA, 92108
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 manages a rental property, dedicating about a quarter of his time. He is also a licensed insurance agent and spends a few hours per week on this activity. Additionally, Kenneth owns Ken Davey Financial and Insurance Services, Inc., which takes up more than full-time hours and involves various financial and consulting services.
Employment History
Current Registrations
Carrington Advisors, LLC
Previous Registrations
Regal Investment Advisors LLC
Onyx Wealth Advisors, INC.
First Command Financial Planning, INC.
First Command Bank
First Command Financial Planning, INC.
State Registrations1 state
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.