Kenneth Vargas is a registered investment advisor at Strategic Advisers LLC, based in Lake Mary, FL, with 26 years of industry experience. Kenneth operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Retirement Planning. Their firm serves 2,031,770 clients with $1100B 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 $500K | 1.25% |
| $500K - $1.0M | 1.10% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $5.0M | 0.70% |
| $5M+ | 0.50% |
Fidelity Advisory Services: 1.10% on all assets. Wealth Management and Private Wealth Management: tiered fees as described above. Fees are subject to change and can be negotiated for certain accounts. Additional fees of up to 0.40% may apply for SMA Sleeves where advisory services are not provided solely by a Strategic Advisers affiliate.
Fee Estimator
Location
Lake Mary, FL
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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 →Employment History
Current Registrations
Strategic Advisers LLC
Fidelity Brokerage Services LLC
Fidelity Brokerage Services LLCBroker
Previous Registrations
Fidelity Personal and Workplace Advisors
Strategic Advisers LLC
The Leaders Group, INC.Broker
Investment Centers of America, INC.Broker
Investment Centers of America, INC.
Capital One Financial Advisors LLC
Capital One Investment Services LLCBroker
First Financial Equity CorporationBroker
NFP Securities, INC.Broker
Cullum & Burks Securities, INC.Broker
Wamu Investments, INC.Broker
The Leaders Group, INC.Broker
Chase Investment Services CORP.Broker
Wachovia Securities, LLCBroker
Park Avenue Securities LLCBroker
NFP Securities, INC.Broker
Compass Brokerage, INC.Broker
Signator Investors, INC.Broker
John Hancock Funds, INC.Broker
Afd, INC.Broker
First Variable Capital Services, INC.Broker
New England Funds, L.P.Broker
New England SecuritiesBroker
State Registrations17 states
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