Kenneth Burgess is a CFA-designated registered investment advisor at Systematic Financial Management LP, based in Teaneck, NJ, with 13 years of industry experience. Kenneth operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 177 clients with $4.2B 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 $25.0M | 1.00% |
| $25.0M - $75.0M | 0.75% |
| $75M+ | 0.60% |
Rates shown are for the Small Cap Free Cash Flow strategy. Other strategies have different schedules: SMID Cap charges 0.85% up to $25M, 0.75% for the next $50M, and 0.60% over $75M; Mid Cap charges 0.75% up to $25M, 0.50% for the next $50M, and 0.40% over $75M. Fees are negotiable.
Fee Estimator
Location
300 Frank W Burr Blvd, 7th Fl Glenpointe East, Teaneck, NJ, 07666
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Systematic Financial Management LP
State Registrations1 state
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Exams
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