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Kenneth Cordella

Advisory Services Network
14 Years of Experience
Lansdale, PA
1 Disclosure
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Kenneth Cordella is a registered investment advisor at Advisory Services Network, based in Lansdale, PA, with 14 years of industry experience. Kenneth operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 7 more. Their firm serves 12,919 clients with $11B in assets under management.

Advisory Services Network
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
253 advisors
Number of Clients
12,919 clients
Average Client Portfolio
$820K average
Assets Under Management
$10.6B

Fee Structure

Minimum Investment:$25K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K2.25%
$500K - $2.0M1.75%
$2.0M - $5.0M1.50%
$5M+1.25%

All fees are negotiable at the firm's discretion. The firm also offers a floating flat rate schedule using the same percentage breakpoints applied to total account assets.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

1555 Bustard Road, Suite 201, Lansdale, PA, 19446

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Financial
July 2020
Final
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Kenneth acts as an advisor to friends and family through Carrita Capital, focusing on long-term value stocks. This activity requires a few hours per week.

Employment History
Current Registrations
Advisory Services Network
March 2022 - Present · 4 yrs 7 mos
Previous Registrations
Vanguard Advisers, INC.
February 2021 - March 2022 · 1 yr 1 mo
Vanguard Marketing CorporationBroker
January 2021 - March 2022 · 1 yr 2 mos
Charles Schwab & CO., INC.Broker
December 2010 - March 2011 · 3 mos
Schonfeld Securities, LLCBroker
February 1998 - February 2003 · 5 yrs
PHD CapitalBroker
September 1996 - March 1999 · 2 yrs 6 mos
People's Securities, INC.Broker
April 1996 - April 1996 · 0 mos
Dean Witter Reynolds INC.Broker
December 1995 - March 1996 · 3 mos
Financial Horizons Securities CorporationBroker
August 1993 - December 1993 · 4 mos
Citicorp Investment ServicesBroker
August 1993 - January 1994 · 5 mos
Raymond James & Associates, INC.Broker
February 1991 - November 1992 · 1 yr 9 mos
State Registrations1 state
PA
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.
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