KC
KC

Kent Commer

33 Years of Experience
Farmington Hills, MI
BrokerSells Insurance

Kent Commer is a registered investment advisor at Arrow Financial Group, based in Farmington Hills, MI, with 33 years of industry experience. Kent operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 25 clients with $22M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
4 advisors
Number of Clients
25 clients
Average Client Portfolio
$880K average
Assets Under Management
$22.0M

Fee Structure

ARROW Investment Management offers several investment management platforms with different fee structures:

  • Advisor Managed Portfolios (Wrap Fee): Fees range up to 2.50% annually, including administrative and advisory fees. The specific rate depends on the amount you invest.
  • Advisor Managed Portfolios (Non-Wrap Fee): Fees range up to 2.30% annually, plus separate transaction charges per trade.
  • Model Portfolios Program: Fees range from 1.25% to 1.50% annually, depending on the amount you invest.
  • SMA and UMA Program: Fees range up to 1.50% annually, including a platform fee and a manager fee. The platform fee varies based on the amount you invest.

These fees are negotiable.

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Location

31800 Northwestern Highway, Suite 300, Farmington Hills, MI, 48334

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Kent is involved in several outside business activities, including roles at First Church of Christ, Scientist, Arrow Investment Management, Essex Financial Group, McLeod-Koski Agency, Grosse Pointe Ministerial Association, Lakeshore Optimist Club & Fund, Arrow Financial Solutions, and Arrow Risk Management. He also sells fixed annuities and life insurance through Arrow Risk Management, taking minimal time.

Employment History
Current Registrations
Arrow Financial Group
June 2011 - Present · 14 yrs 11 mos
Osaic Wealth, INC.Broker
January 1997 - Present · 29 yrs 4 mos
Previous Registrations
Royal Alliance Associates, INC.
May 2010 - December 2011 · 1 yr 7 mos
Walnut Street Securities, INC.Broker
June 1992 - January 1997 · 4 yrs 7 mos
State Registrations1 state
MI
AdvisorBrokerBoth

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
No exam information available for this advisor.