Kenneth Gross is a CFP-designated registered investment advisor at Strategic Financial, based in Thousand Oaks, CA, with 22 years of industry experience. Kenneth operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 41 clients with $73M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Strategic Financial does not charge traditional asset-based investment management fees. Instead, investment management and financial planning are provided together as comprehensive financial services for a negotiated fixed fee based on your specific situation, portfolio size, and strategies used. This fee cannot exceed 2% of the assets managed on your behalf. The fee is billed in three equal installments every four months.
Contact
Kenneth Gross
Location
One Boardwalk Avenue, Suite 103, Thousand Oaks, CA, 91360
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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 provides tax preparation services through Strategic Financial, where he is the President. This takes about 10-20% of his time and is not investment-related.
Employment History
Current Registrations
Strategic Financial
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
Additional Information
Financial Peace of Mind…why not?
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