Kenneth Sadler
Kenneth Sadler is a registered investment advisor at American Capital Management, INC., based in Venice, FL, with 7 years of industry experience. Kenneth operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning. Their firm serves 440 clients with $98M 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 $100K | 2.00% |
| $100K - $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Schedule reflects the Allocation Perspectives Portfolio. The Allocation Insights Portfolio has a separate fee schedule starting at 1.75% for accounts between $50,001 and $750,000 down to 1.00% for accounts over $2,000,001, plus a quarterly 0.035% asset fee. Third-party program fees range up to 2.6%.
Fee Estimator
Location
230 S Tamiami Trail, Suite 3-H, Venice, FL, 34285
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 is an insurance agent selling insurance products since 2019, dedicating about 10-20% of his time. He also owns a business selling flavored pickles at vendor/craft shows, spending minimal time on this activity.
Employment History
Current Registrations
American Capital Management, INC.
Previous Registrations
Wealth Watch Advisors, LLC
Summerhill Asset Management LLC
American Capital Management, INC.
Mutual of Omaha Investor Services, INC.
Mutual of Omaha Investor Services, INC.Broker
Mutual of Omaha Investor Services, INC.Broker
Mutual of Omaha Investor Services, INC.
Nylife Securities INC.Broker
State Registrations2 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.
Exams
More Advisors
- John Holloway, ChFCState Farm Investment Management CORP.
- Jean Larsen, CFPJ. W. Cole Advisors, INC.
- Brian Angelillis, CFPEdward Jones
- Bradley Patton, CFP, ChFCFourthought Financial Partners, LLC.
- James Ball, CFP, ChFCVirtue Capital Management, LLC
- Jorge Romero, CFPLPL Financial LLC