Kenneth Ouellette
Kenneth Ouellette is a registered investment advisor at Orca Wealth Management, LLC, based in New Port Richey, FL, with 32 years of industry experience. Kenneth operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Divorce Planning, Education Planning, Estate Planning, and 5 more. Their firm serves 425 clients with $220M 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 $1.0M | 0.90% |
| $1.0M - $2.0M | 0.85% |
| $2.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.70% |
| $10M+ | 0.65% |
This fee schedule may be based on cumulative household assets under management. Fees for new accounts which have fixed income only is 0.35%. Fees for SIM IRA discretionary accounts is 0.65%. Fees for non-discretionary accounts generally range from .005% - 0.50%.
Fee Estimator
Location
7701 Little Rd, Ste 211, New Port Richey, FL, 34654
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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 →Employment History
Current Registrations
Orca Wealth Management, LLC
Previous Registrations
Orca Wealth Management, LLC
Wells Fargo Advisors Financial Network, LLC
Wells Fargo Advisors Financial Network, LLCBroker
Morgan Stanley Smith Barney LLC
Morgan Stanley Smith BarneyBroker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Morgan Stanley Dw INC.Broker
Thomas James Associates, INC.Broker
State Registrations3 states
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