Kenton Fervida
Kenton Fervida is a registered investment advisor at Osaic Wealth, INC., based in Elkhart, IN, with 31 years of industry experience. Kenton operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
24005 U.S. Highway 33, Elkhart, IN, 46517
Get directionsHistory
Regulatory History (2)
Customer Dispute
March 2014Customer Dispute
December 2001Other Business ActivitiesSells Insurance
Kenton is a board member at Hubbard Hill Retirement Community, spends minimal time as executor/co-trustee for family, and is co-trustee of a family trust. He dedicates full-time hours to Fervida Financial Strategies, LLC, where he focuses on sales/marketing of advisor and insurance products, and spends about 10-20% of his time on fixed insurance through Fervida Financial Strategies, LLC.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Signator Investors, INC.
Signator Investors, INC.Broker
Transamerica Financial Advisors, INC.
Transamerica Financial Advisors, INCBroker
State Registrations12 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.