Kenneth Wilkinson
Kenneth Wilkinson is a registered investment advisor at Harvest Investment Services, LLC, based in Danville, CA, with 32 years of industry experience. Kenneth operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 6 more. Their firm serves 1,508 clients with $760M 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 $50K | 2.80% |
| $50K - $100K | 2.75% |
| $100K - $250K | 2.50% |
| $250K - $500K | 2.25% |
| $500K - $750K | 2.00% |
| $750K - $1.0M | 2.00% |
| $1.0M - $1.5M | 1.75% |
| $1.5M - $2.0M | 1.75% |
| $2.0M - $10.0M | 1.50% |
| $10M+ | 1.50% |
Fees for accounts over $10,000,000 are negotiable. Accounts with holdings under $50,000 may be assessed a $25 quarterly reporting fee.
Fee Estimator
Location
811 San Ramon Valley Blvd., Suite 100, Danville, CA, 94526
Get directionsHistory
Regulatory History (7)
Customer Dispute
October 2016Judgment / Lien
April 2015Judgment / Lien
September 2014Customer Dispute
July 2013Judgment / Lien
December 2010Judgment / Lien
March 2010Judgment / Lien
February 2009Other Business ActivitiesSells Insurance
Kenneth is the CEO of Spectrum Synergy Group, LLC, where he handles day-to-day management, estate document creation, and financial planning, dedicating a few hours per week. He also sells equity indexed annuities and life insurance/annuities, and works as a sales representative for commercial real estate, spending about 10-20% of his time on these activities.
Employment History
Current Registrations
Harvest Investment Services, LLC
Previous Registrations
Investment Advisors
Proequities, INC.Broker
London Pacific AdvisorsBroker
1717 Capital Management CompanyBroker
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.
Exams
More Advisors
- Anthony Schliesser, CFPThe Pacific Center for Financial Services
- John Seo, CFPSteward Partners Investment Advisory, LLC
- Matthew Dublin, CFATrue North Advisors, LLC
- Cynthia Miller, CFPGreykasell Wealth Strategies, INC.
- Scott Lucia, CFPAndrews, Lucia Wealth Management LLC
- Kathleen Kovar, PFS