Kenneth Rase
Kenneth Rase is a CFP-designated registered investment advisor at Truist Advisory Services, INC., based in Tampa, FL, with 25 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 Investment Management, Retirement Planning. Their firm serves 129,307 clients with $77B 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 $100K | 2.25% |
| $100K - $250K | 2.20% |
| $250K - $500K | 2.15% |
| $500K - $1.0M | 2.00% |
| $1.0M - $2.0M | 1.85% |
| $2.0M - $5.0M | 1.75% |
| $5.0M - $10.0M | 1.65% |
| $10.0M - $25.0M | 1.50% |
| $25M+ | 1.45% |
Fees are negotiable and billed quarterly in arrears. AMC Advantage Program charges a separate program fee up to 2.25% plus third-party manager fees.
Fee Estimator
Location
401 E Jackson St, Fl 19, Tampa, FL, 33602
Get directionsHistory
Regulatory History (2)
Customer Dispute
April 2009Customer Dispute
December 2008Employment History
Current Registrations
Truist Advisory Services, INC.
Truist Investment Services, INC.
Truist Investment Services, INC.Broker
Previous Registrations
Suntrust Investment Services, INC.
Cetera Investment Advisers LLC
Cetera Investment Services LLCBroker
CUNA Brokerage Services, INC.
CUNA Brokerage Services, INC.Broker
Mony Securities CorporationBroker
Gunnallen Financial, INCBroker
Simmers Capital Management CorporationBroker
State Registrations40 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
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