KI
KI

Ken Ihori

29 Years of Experience
Anaheim, CA
BrokerSells Insurance

Ken Ihori is a registered investment advisor at Centaurus Financial, INC., based in Anaheim, CA, with 29 years of industry experience. Ken operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 2 more. Their firm serves 38,049 clients with $7.3B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
429 advisors
Number of Clients
38,049 clients
Average Client Portfolio
$193K average
Assets Under Management
$7.3B

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)

Centaurus Financial's advisors manage client accounts through various programs, charging an annual fee based on the amount invested. Fees are negotiable and can be a flat percentage or tiered, where the rate decreases as the portfolio value increases. Additional charges may include transaction fees, custodial fees, and internal fund fees.

Maximum advisory fees:

  • Alpha, Beta, ABJ, Omega, Delta: 2.25%
  • AA & VL: 1.50%
  • Adviser-Directed: 1.35%
  • FlexUMA: 2.25%

Third-Party Money Managers (TPMMs) charge fees ranging from 1.00% to 3.00%.

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Location

2300 E. Katella Avenue, Suite #200, Anaheim, CA, 92806

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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.

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Other Business ActivitiesSells Insurance

Ken sells fixed life insurance and is the owner of that business since 2014. He also works as a model and provides business consulting services, dedicating minimal time to each of those activities.

Employment History
Current Registrations
Centaurus Financial, INC.
February 2011 - Present · 15 yrs 3 mos
Centaurus Financial, INC.Broker
January 2011 - Present · 15 yrs 4 mos
Previous Registrations
Metlife Securities INC.Broker
January 2008 - February 2011 · 3 yrs 1 mo
Metlife Securities INC.Broker
December 2002 - January 2008 · 5 yrs 1 mo
Metropolitan Life Insurance CompanyBroker
December 2002 - July 2007 · 4 yrs 7 mos
Mony Securities CorporationBroker
April 1997 - December 2002 · 5 yrs 8 mos
Hornor, Townsend & Kent, INC.Broker
March 1997 - March 1997 · 0 mos
Sunamerica Securities, INC.Broker
October 1996 - February 1997 · 4 mos
State Registrations6 states
AZFLHINEOHWA
AdvisorBrokerBoth

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.
Ken Ihori - Financial Advisor | TrueAdvisor