Kenneth Kay
Kenneth Kay is a registered investment advisor at Northwest Investment Advisors, INC, based in Lolo, MT, with 33 years of industry experience. Kenneth is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 115 clients with $45M 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 | 1.50% |
| $250K - $1.0M | 1.00% |
| $1M+ | 0.75% |
Management fees are negotiable based on account size, activity levels, type of holdings, and aggregated account values. Fees can be calculated on a tiered or linear schedule depending on the agreement.
Fee Estimator
Location
Lolo, MT
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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 ActivitiesSells Insurance
Kenneth is an insurance agent offering accident & health, disability, fixed annuities, and traditional life insurance since 1993, dedicating about 10-20% of his time. He also owns Success Group Inc., a retail and service industry business involving proprietary molecular testing, and works as a notary public, spending minimal time on this activity.
Employment History
Current Registrations
Northwest Investment Advisors, INC
Northwest Investment Advisors, INC.
Northwest Investment Advisors, INC.Broker
Previous Registrations
Lincoln Financial Securities Corporation
Lincoln Financial Securities CorporationBroker
Symetra Investment Services, INC.
Symetra Investment Services, INC.Broker
Lincoln Financial Advisors CorporationBroker
The Lincoln National Life Insurance CompanyBroker
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
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.
Exams
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