Robert Kennerson
Robert Kennerson is a registered investment advisor at Independent Financial Partners, based in Port Orange, FL, with 26 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Real Estate Investing. Their firm serves 54,154 clients with $16B 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 $30.0M | 1.65% |
| $30.0M - $60.0M | 1.25% |
| $60.0M - $90.0M | 1.10% |
| $90M+ | 1.00% |
Fees apply to the entire average daily assets under advisement when a threshold is met, rather than on a marginal basis.
Fee Estimator
Location
4240 South Ridgewood Ave, Suite 1, Port Orange, FL, 32127
Get directionsHistory
Regulatory History (1)
Customer Dispute
August 2007Other Business Activities
Robert is the owner of R.L.K Advisory Group, a DBA, since 1998. He spends a few hours per week on it, but spends nearly full-time hours during trading.
Employment History
Current Registrations
Independent Financial Partners
Previous Registrations
Advisory Services Network
R.L.K. Advisory Group
Investment Advisors
Proequities, INC.Broker
State Registrations1 state
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
- Dennis Roche, CFPPNC Wealth Management
- Edwin Jones, ChFCCambridge Investment Research Advisors, INC.
- Eric Geiger, CFPFifth Third Securities, INC.