Kenneth Fry is a CFP-designated registered investment advisor at Ifs Group, based in Mechanicsburg, PA, 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 Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 267 clients with $240M 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 | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.90% |
| $5M+ | 0.80% |
Fees are generally negotiable.
Fee Estimator
Location
1205 Manor Drive, Ste 200, Mechanicsburg, PA, 17055
Get directionsHistory
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 →Other Business ActivitiesSells Insurance
Kenneth has various business activities, including fixed annuity sales, tax preparation/accounting, and providing investment advisory services to IFS Group, LLC. He dedicates nearly full-time hours to IFS Group, LLC.
Employment History
Current Registrations
Ifs Group
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
Sfc Asset Management INC
Linsco/private Ledger CORP.Broker
Walnut Street Securities, INC.Broker
Royal Alliance Associates, INC.Broker
State Registrations15 states
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