Kenneth Millar
Kenneth Millar is a registered investment advisor at Saxony Capital Management, LLC, based in Gilbert, AZ, with 7 years of industry experience. Kenneth is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 762 clients with $370M 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 | 2.20% |
| $500K - $1.0M | 1.90% |
| $1.0M - $2.0M | 1.60% |
| $2.0M - $5.0M | 1.30% |
| $5M+ | 1.20% |
Fees and commissions are negotiable with each client. The schedule represents maximum fees and includes an annual platform fee of 0.20%.
Fee Estimator
Location
Gilbert, AZ
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 involved in several businesses, including Financial Architects, Peak Realty Advisors, and Solomon Real Estate Investment Group. He also provides advisory services through Cabin Advisors, LLC, and securities transactions are supervised by Cabin Advisors LLC / Cabin Securities Inc.
Employment History
Current Registrations
Saxony Capital Management, LLC
Saxony Securities, INC.
Saxony Securities, INC.Broker
Previous Registrations
Cabin Advisors, LLC
Cabin Advisors, LLC
Cabin Securities, INC.Broker
Nylife Securities INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Morgan Stanley Dw INC.Broker
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.
Exams
More Advisors
- Kristi Kiernan, ChFC
- Matthew Graffagnino, CFPNorthstar Investment Advisory LLC
- Joshua Robinson, CFPWest Ridge Advisors
- John Hanson, ChFCIntegrity Alliance, LLC
- Addison Taylor, CFPBuild Wealth Partners
- Lynnae Brown, CFPRedeem Wealth Management