Kendyl Strickland is a registered investment advisor at Strickland Davis Advisors LLC, based in Marietta, GA, with 22 years of industry experience. Kendyl operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 80 clients with $120M 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 | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.40% |
Fee Estimator
Location
4653 Olde Towne Parkway, Marietta, GA, 30068
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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 Activities
Kendyl is a CPA and principal of Strickland & Company, P.C., an accounting firm, dedicating about half their time during tax season and less the rest of the year. Kendyl is also a co-owner of Strickland & Gilbert, LLC, a real estate investment company, spending minimal time on this activity and owning the property occupied by Strickland Davis Advisors LLC and Strickland & Company PC.
Employment History
Current Registrations
Strickland Davis Advisors LLC
State Registrations1 state
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