Kenneth Simon is a registered investment advisor at Skadvisors, LLC, based in Maitland, FL, with 34 years of industry experience. Kenneth operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 141 clients with $76M 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 | 1.25% |
| $500K - $1.0M | 1.10% |
| $1.0M - $5.0M | 1.00% |
| $5M+ | 0.50% |
Fees may be negotiable within each tier depending on the size and complexity of the portfolio.
Fee Estimator
Location
Maitland, FL
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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
Skadvisors, LLC
Previous Registrations
Capital Analysts
Lincoln Investment
Lbg Financial Advisors, INC.
Lincoln InvestmentBroker
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.