Kenyon Lederer
Kenyon Lederer is a CFP, ChFC-designated registered investment advisor at Pinnacle Wealth Management, LLC, based in Roseville, CA, with 33 years of industry experience. Kenyon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 3 more. Their firm serves 458 clients with $210M 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 | 1.20% |
| $250K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.80% |
| $2M+ | 0.50% |
Fees may be negotiable depending on the client’s circumstance. Certain legacy clients may have a different fee schedule.
Fee Estimator
Location
2999 Douglas Blvd, Suite 180, Roseville, CA, 95661
Get directionsHistory
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
Kenyon is Vice President at Pinnacle Wealth Management, acting as CCO and CIO, dedicating full-time hours. He is also an insurance agent with PKS Financial Services, selling fixed life insurance and annuity contracts, taking about half of his time. Additionally, Kenyon owns Pinnacle Asset Management and subleases office space.
Employment History
Current Registrations
Pinnacle Wealth Management, LLC
Purshe Kaplan Sterling Investments
Purshe Kaplan Sterling InvestmentsBroker
Previous Registrations
Pinnacle Asset Management, INC.
Invest Financial CorporationBroker
Invest Financial Corporation
Securities America Advisors, INC.
Pinnacle Asset Management, INC.
Securities America, INC.Broker
Lincoln Financial Advisors CorporationBroker
The Lincoln National Life Insurance CompanyBroker
State Registrations13 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.