Kenneth Eirkson
Kenneth Eirkson is a ChFC-designated registered investment advisor at Synergy Investment Group, LLC, based in Warrendale, PA, with 31 years of industry experience. Kenneth is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Charitable Giving, Education Planning, Estate Planning, High Net Worth, and 4 more. Their firm serves 205 clients with $53M 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 $250K | 2.00% |
| $250K - $750K | 1.75% |
| $750K - $2.0M | 1.25% |
| $2M+ | 0.75% |
Fees are negotiable between Synergy Investment Group and the client, but cannot exceed the stated schedule.
Fee Estimator
Location
Warrendale, PA
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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 →Other Business ActivitiesSells Insurance
Kenneth is the president of Arriba Investment & Exchange Corp and Right Now Properties Inc, and co-executor of the Eirkson Estate. He is also an insurance agent with Synergy Insurance Group, dedicating about a quarter of his time to insurance product sales, and an IA rep with Synergy Investment Group, LLC, spending nearly full-time providing investment advisory services.
Employment History
Current Registrations
Synergy Investment Group, LLC
Stonex Securities INC.Broker
Previous Registrations
Synergy Investment Group, LLC
Synergy Investment Group, LLCBroker
PNC Capital Markets, INC.Broker
J.J.B. Hilliard, W.L. Lyons, INC.Broker
Walnut Street Securities, INC.Broker
Securities America, INC.Broker
Securities America, INC.Broker
John Hancock Distributors, INC.Broker
John Hancock Mutual Life Insurance CompanyBroker
State Registrations6 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.
Exams
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