Kenneth Klabunde
Kenneth Klabunde is a CFP-designated registered investment advisor at Precedent Financial Strategies, based in Indianapolis, IN, with 23 years of industry experience. Kenneth operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Divorce Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 3 more. Their firm serves 71 clients with $88M 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 $2.0M | 1.00% |
| $2.0M - $5.0M | 0.80% |
| $5.0M - $8.0M | 0.60% |
| $8M+ | 0.50% |
Fees are negotiable depending on individual client circumstances.
Fee Estimator
Contact
Kenneth Klabunde
Location
9000 Keystone Crossing, Suite 145, Indianapolis, IN, 46240-4600
Get directionsHistory
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 Activities
Kenneth is the owner of Klabunde Farms LLC, a farming business, since 2007. He spends minimal time on this activity, using it primarily for personal recreation.
Employment History
Current Registrations
Precedent Financial Strategies
Previous Registrations
City Securities Corporation
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
Additional Information
I founded Precedent Financial Strategies to provide wealth optimization solutions to those seeking professional guidance. We will work together to build a financial plan to fulfill your vision and create clear, concise action plans, tax reduction strategies, investment and lifetime income solutions, and optimize every aspect of your personal finances.