Kenneth Gelinas is a registered investment advisor at Gelinas & Company, CPA, PLLC, based in Boca Raton, FL, with 23 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
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $5.0M | 0.85% |
| $5M+ | 0.57% |
Minimum account size and advisory fee may be negotiable under certain circumstances.
Fee Estimator
Location
150 E. Palmetto Park Road, Suite 800, Boca Raton, FL, 33432
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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 →Employment History
Current Registrations
Gelinas & Company, CPA, PLLC
Previous Registrations
Curbstone Financial Management CORP.
State Registrations2 states
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