Kenneth Butze
Kenneth Butze is a CFP-designated registered investment advisor at Integrity First Planners, INC., based in Bratenahl, OH, with 28 years of industry experience. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 68 clients with $50M 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 | 1.50% |
| $500K - $1.0M | 1.10% |
| $1M+ | 0.70% |
Annual fee may be negotiable. Accounts within the same household may be combined for a reduced fee. Qualified clients may also choose to pay a performance fee of 10% on all quarterly gains, based on a high water mark.
Fee Estimator
Location
Bratenahl, OH
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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 →Other Business ActivitiesSells Insurance
Kenneth is the president and owner of Integrity First Planners, Inc., working as a portfolio manager, insurance agent, and financial planner, dedicating about half his time. He also works as an insurance agent under Integrity First Planners, Inc DBA, spending about 10-20% of his time reviewing, recommending, and selling insurance products.
Employment History
Current Registrations
Integrity First Planners, INC.
Previous Registrations
Osaic Wealth, INC.Broker
Triad Advisors LLCBroker
Inverness Investment Group, LLC
First Allied Securities, INC.Broker
United Planners' Financial Services of America a Limited Partner
United Planners' Financial Services of America a Limited PartnerBroker
Kpb Financial Services, INC.
Raymond James Financial Services
Raymond James Financial Services, INC.Broker
Park Avenue Securities LLCBroker
Guardian Investor Services CorporationBroker
State Registrations3 states
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.