Kent Addis is a registered investment advisor at Addis & Hill, Incorporated, based in Wayne, PA, with 25 years of industry experience. Kent operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Corporate Executives, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 159 clients with $250M 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 | 1.25% |
Annual advisory fee ranges from 0.25% to 1.25% depending on the amount of assets managed. The above fees are negotiable. Minimum annual fee is $5000.
Fee Estimator
Contact
Kent Addis
Location
200 W. Lancaster Ave, Suite 203, Wayne, PA, 19087
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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 →Other Business Activities
Kent is a partner/owner in A&H Properties, LLC, a real estate business focused on buying and selling commercial and residential properties. He spends minimal time maintaining the business's books.
Employment History
Current Registrations
Addis & Hill, Incorporated
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.
Exams
Additional Information
Addis & Hill has operated as a fee-only planning firm since 2000 and was one of the first in the Philadelphia region. A NAPFA member since 2000, we offer a fully transparent experience free of any conflicts of interest - a true fiduciary.