Kenneth Osiwala
Kenneth Osiwala is a registered investment advisor at Modern Wealth Management, LLC, based in Lenexa, KS, with 31 years of industry experience. Kenneth operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 6,716 clients with $6.1B 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 - $1000K | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.65% |
| $10M+ | 0.55% |
Fees are negotiable.
Fee Estimator
Location
13550 W 95th St., Lenexa, KS, 66227
Get directionsHistory
Regulatory History (3)
Customer Dispute
June 2018Customer Dispute
June 2016Regulatory
November 1999Other Business ActivitiesSells Insurance
Kenneth owns Osiwala Properties, LLC and is a building owner/landlord, dedicating minimal time. He is also an independent insurance agent and an insurance agent for Modern Wealth Holdings, LLC, spending minimal time on these activities, and a Managing Director at Modern Wealth Management, LLC, dedicating full-time hours.
Employment History
Current Registrations
Modern Wealth Management, LLC
Previous Registrations
Barber Financial Group
Mutual Securities, INC.Broker
Osiwala Financial Group, LLC
National Planning Corporation ("npc of America" in Fl & Ny)
National Planning CorporationBroker
Mtl Equity Products, INC.Broker
Tower Equities, INC.Broker
Mtl Equity Products, INC.Broker
Pruco Securities 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.