KW
CFP · ChFC
KW
CFP · ChFC
Kenneth Wagenknecht
24 Years of Experience
Lone Tree, CO
2 DisclosuresBroker
Kenneth Wagenknecht is a CFP, ChFC-designated registered investment advisor at Charles Schwab & CO., INC., based in Lone Tree, CO, 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 Estate Planning, Investment Management, Retirement Planning.
Compensation
Fixed/Hourly
Firm Size
8109 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified
Fee Structure
Planning is included in investment management
Minimum Annual Fee:$1,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.80% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $25.0M | 0.30% |
| $25M+ | 0.30% |
Fee schedule effective October 1, 2024. Clients enrolled prior to this date may have grandfathered fee schedules. Fees may be negotiable for assets over $25 million.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
9800 Schwab Way, Lone Tree, CO, 80124
Get directionsHistory
Regulatory History (2)
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Customer Dispute
September 2011Denied
Customer Dispute
March 2008Settled
Employment History
Current Registrations
Charles Schwab & CO., INC.
November 2022 - Present · 3 yrs 8 mos
Charles Schwab & CO., INC.Broker
March 2021 - Present · 5 yrs 4 mos
Previous Registrations
Schwab Wealth Advisory, INC.
March 2021 - December 2022 · 1 yr 9 mos
Schwab Private Client Investment Advisory, INC.
January 2012 - May 2020 · 8 yrs 4 mos
Charles Schwab & CO., INC.
November 2004 - December 2011 · 7 yrs 1 mo
Charles Schwab & CO., INC.Broker
August 2000 - May 2020 · 19 yrs 9 mos
State Registrations25 states
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AdvisorBrokerBoth
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
No exam information available for this advisor.