Kenneth Wittenberg
Kenneth Wittenberg is a registered investment advisor at Wittenberg Investments INC., based in Southfield, MI, with 11 years of industry experience. Kenneth operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 2 more. Their firm serves 101 clients with $78M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Wittenberg Investments charges an annual fee based on a percentage of your portfolio's value. The fee ranges from 1.00% to 2.00% and is negotiable. Fees are paid quarterly in advance. Adjustments are made for contributions or withdrawals of $5,000 or more.
Location
2 Towne Square, Suite 950, Southfield, MI, 48076
Get directionsHistory
Regulatory History (1)
Criminal
February 1989Employment History
Current Registrations
Wittenberg Investments INC.
Previous Registrations
Secure Asset Management, L.L.C.
Concorde Asset Management, LLC
State Registrations3 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.