KM
KM

Kenje Mallot

21 Years of Experience
Lincolnshire, IL
Broker

Kenje Mallot is a registered investment advisor at Alight Financial Advisors, LLC, based in Lincolnshire, IL, with 21 years of industry experience. Kenje operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 195,957 clients with $35B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
65 advisors
Number of Clients
195,957 clients
Average Client Portfolio
$179K average
Assets Under Management
$35.1B

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $100K0.50%
$100K - $250K0.40%
$250K+0.30%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

4 Overlook Point, Lincolnshire, IL, 60069

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Alight Financial Advisors, LLC
September 2014 - Present · 11 yrs 8 mos
Alight Financial Solutions, LLCBroker
September 2014 - Present · 11 yrs 8 mos
Previous Registrations
Ing Financial Partners, INC.Broker
March 2013 - June 2014 · 1 yr 3 mos
Ing Investment Advisors, LLC
October 2011 - June 2014 · 2 yrs 8 mos
Ing Financial Advisers, LLCBroker
March 2009 - March 2013 · 4 yrs
Ing Investment Advisors, LLCBroker
September 2004 - June 2014 · 9 yrs 9 mos
State Registrations1 state
IL
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.
Kenje Mallot - Financial Advisor | TrueAdvisor