Kenneth Price
Kenneth Price is a CFA, CFP, ChFC-designated registered investment advisor at Per Stirling Capital Management, LLC, based in Austin, TX, 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 Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 1,101 clients with $1.6B 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 | 0.85% |
| $5.0M - $10.0M | 0.70% |
| $10.0M - $20.0M | 0.60% |
| $20M+ | 0.50% |
Fees are negotiable based on historical relationship, type of assets, anticipated future earning capacity, and account composition.
Fee Estimator
Location
4900 Spicewood Springs Road, Suite 300, Austin, TX, 78759
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 ActivitiesSells Insurance
Kenneth teaches a CFP capstone class at the University of Texas at Austin, dedicating a few hours per week. He also authors textbooks for ALM, Global LLC, spending a few hours per week on this activity.
Employment History
Current Registrations
Per Stirling Capital Management, LLC
Previous Registrations
Austin Asset
Riverstone Wealth Management
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
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