Kedrick Sackey
Kedrick Sackey is a registered investment advisor at Princeton Wealth Management Alliance, LLC, based in Princeton, NJ, with 31 years of industry experience. Kedrick 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 166 clients with $67M 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 $2.0M | 1.50% |
| $2.0M - $5.0M | 1.20% |
| $5.0M - $10.0M | 1.00% |
| $10M+ | 1.00% |
Fees negotiable for amounts over $10,000,000.
Fee Estimator
Location
103 Carnegie Center Drive, Suite 300, Princeton, NJ, 08540
Get directionsHistory
Regulatory History (3)
Regulatory
November 2012Employment Separation After Allegations
September 2010Customer Dispute
August 2006Other Business Activities
Kedrick is a partner at AccuHome Healthcare LTD, a medical home healthcare services company, where he provides business advice. He spends minimal time on this activity.
Employment History
Current Registrations
Princeton Wealth Management Alliance, LLC
Previous Registrations
Seacrest Wealth Management, LLC
Aegis Capital CORP.Broker
Oppenheimer & CO. INC.Broker
Fordham Financial Management, INC.Broker
D. H. Blair & CO., INC.Broker
Lew Lieberbaum & CO., INC.Broker
Berkeley Securities CorporationBroker
Gruntal & CO. IncorporatedBroker
State Registrations1 state
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.