Kenneth Burd
Kenneth Burd is a registered investment advisor at Principal Asset Management, based in Mount Pleasant, SC, with 24 years of industry experience. Kenneth operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 7,399 clients with $360B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Principal AM's fees are generally based on a percentage of the value of the assets they manage or a fixed fee. Fees can vary and may be negotiable depending on factors like the client's relationship with Principal AM, the number of accounts managed, the size of the account, and the services provided. Fees and allocations can be fixed, fixed plus performance-based, or performance-based only. Certain fixed fees are required to be paid up front.
Location
Mount Pleasant, SC
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Kenneth is an access/supervised person of Principal Global Investors, LLC and co-owns three rental properties. He also co-chairs the Distribution Intelligence Council for the Investment Management Education Alliance, starting in 2025.
Employment History
Current Registrations
Principal Asset Management
Principal Funds Distributor, INC.Broker
Principal Funds Distributor, INC.
Previous Registrations
Principal Asset Management
Delaware Capital Management Advisers, INC
Delaware Distributors, L.P.Broker
Fidelity Investments Institutional Services Company, INC.Broker
Evergreen Investment Services, INC.Broker
Oppenheimerfunds Distributor, INC.Broker
Lincoln Financial Advisors CorporationBroker
The Lincoln National Life Insurance CompanyBroker
State Registrations1 state
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