KG
KG

Kenneth Goodreau

13 Years of Experience
Providence, RI

Kenneth Goodreau is a registered investment advisor at Canton Hathaway LLC, based in Providence, RI, with 13 years of industry experience. Kenneth operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, High Net Worth, Investment Management, and 1 more. Their firm serves 105 clients with $670M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5 advisors
Number of Clients
105 clients
Average Client Portfolio
$6.4M average
Assets Under Management
$672.7M

Fee Structure

Minimum Investment:$2M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $2.0M0.90%
$2.0M - $5.0M0.80%
$5.0M - $10.0M0.70%
$10M+0.60%

Fees may vary depending on the client relationship and may be waived or reduced at the advisor's discretion.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Loading...

Location

One West Exchange Street, Suite 3202, Providence, RI, 02903

Get directions

History

Regulatory History
Clean regulatory record

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 →
Employment History
Current Registrations
Canton Hathaway LLC
July 2018 - Present · 7 yrs 10 mos
Previous Registrations
Whalerock Point Partners, LLC
August 2016 - July 2018 · 1 yr 11 mos
Gunnallen Financial, INC
June 2005 - December 2005 · 6 mos
UBS Painewebber INC.
December 1998 - September 2002 · 3 yrs 9 mos
State Registrations2 states
FLRI
Advisor

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
No exam information available for this advisor.