Kenneth Dennis
Kenneth Dennis is a registered investment advisor at Lincoln Douglas Investments, LLC, based in Mt. Vernon, OH, 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 Investment Management, Retirement Planning. Their firm serves 124 clients with $98M 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 | 2.75% |
| $250K - $500K | 2.50% |
| $500K - $1.0M | 2.25% |
| $1.0M - $2.5M | 2.00% |
| $2.5M - $5.0M | 1.75% |
| $5.0M - $10.0M | 1.50% |
| $10M+ | 1.25% |
Fees are negotiable on a case-by-case basis. There is a $90 annual minimum fee. LDI advisor programs also have a $15 charge per transaction.
Fee Estimator
Location
1051 Newark Rd, Mt. Vernon, OH, 43050
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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
Kenneth is a stockholder and president of Dennis & Schisler, Inc., a CPA firm, since 1980. He spends approximately 60 hours per month in this role, preparing and reviewing tax returns and conducting tax research.
Employment History
Current Registrations
Lincoln Douglas Investments, LLC
Lincoln Douglas Investments, LLCBroker
Previous Registrations
Wunderlich Securities, INC.Broker
Capital Securities of America, INC.Broker
Capital Securities of America, INC.Broker
Fifth Third/the Ohio CompanyBroker
H.D. Vest Investment Securities, INC.Broker
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.