Kent Misener is a CFA-designated registered investment advisor at Able & Strong Advisors, INC., based in Bountiful, UT, with 22 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, Retirement Planning. Their firm serves 73 clients with $45M 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% |
Rates vary by portfolio strategy from 0.35% to 1.00% for investment management only, and 0.50% to 1.15% when bundled with financial planning. Fees are negotiable.
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.
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 Activities
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
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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