Kenneth Cordella
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 Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 11,852 clients with $8.6B 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 | 2.25% |
| $500K - $2.0M | 1.75% |
| $2.0M - $5.0M | 1.50% |
| $5M+ | 1.25% |
All fees are negotiable.
Fee Estimator
Location
1555 Bustard Road, Suite 201, Lansdale, PA, 19446
Get directionsHistory
Regulatory History (1)
Financial
July 2020Other 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
Previous Registrations
Vanguard Advisers, INC.
Vanguard Marketing CorporationBroker
Charles Schwab & CO., INC.Broker
Schonfeld Securities, LLCBroker
PHD CapitalBroker
People's Securities, INC.Broker
Dean Witter Reynolds INC.Broker
Financial Horizons Securities CorporationBroker
Citicorp Investment ServicesBroker
Raymond James & Associates, INC.Broker
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.