Kenneth Fusco
Kenneth Fusco is a registered investment advisor at Fusco Financial Services INC, based in Wilton Manors, FL, with 53 years of industry experience. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 133 clients with $160M 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 | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.50% |
| $5M+ | 0.25% |
Fees may be offset by commissions previously paid. Fees may be negotiable.
Fee Estimator
Location
2402 NE 8th Ave., Wilton Manors, FL, 33305
Get directionsHistory
Regulatory History (1)
Customer Dispute
July 2004Other Business Activities
Kenneth is an Investment Advisor Representative (IAR) with Fusco Financial Services, dedicating a few hours per week to this role. He also owns rental real estate (Golden Corral), spending minimal time on it.
Employment History
Current Registrations
Fusco Financial Services INC
Previous Registrations
Securities America, INC.Broker
Mutual Service CorporationBroker
The Equitable Life Assurance Society of the United StatesBroker
Lowry Financial Services CorporationBroker
Home Life Equity Sales CORP.Broker
Home Life Insurance CompanyBroker
New York Life Variable Contracts CorporationBroker
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.