Kenneth Simmons
Kenneth Simmons is a registered investment advisor at Simmons Financial Services, INC., based in Richmond, MI, with 15 years of industry experience. Kenneth operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 32 clients with $1.3M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.25% |
Fee for equities (stocks, ETFs) is 2.25%. Fee for bonds is 1.0%. Fee for mutual funds is 0%. Fees are negotiable.
Fee Estimator
Location
68311 Main St., Richmond, MI, 48062
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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 ActivitiesSells Insurance
Kenneth operates Heritage Estate Planning, a law practice focused on estate planning documents, dedicating about a quarter of his time. He also owns Simmons Financial Services, Inc., offering both commission and fee-based insurance and investment products and services, which takes nearly full-time hours.
Employment History
Current Registrations
Simmons Financial Services, INC.
Previous Registrations
Simmons Financial Services, INC.
State Registrations1 state
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