Kent Misener is a CFA-designated registered investment advisor at Able & Strong Advisors, INC., based in Bountiful, UT, with 21 years of industry experience. Kent operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 74 clients with $43M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable and vary based on the amount of assets to be managed and the portfolio chosen by the client. Path Balanced Portfolio: 0.85%, Path Income Plus Portfolio: 0.65%, Path Income Portfolio: 0.35%
Fee Estimator
Location
380 N. 200 W. #102, Bountiful, UT, 84010
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Kent is a member of the investment committee of various entities, taking about 10-20% of his time. He is also the Chair of the Board of Trustees of Keystone Private Debt Fund, a Registered Investment Company, dedicating minimal time to this role.
Employment History
Current Registrations
Able & Strong Advisors, INC.
Previous Registrations
Crossroads Investment Advisors, LLC
State Registrations1 state
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