Kenneth Winn is a registered investment advisor at Dunhill & Company, LLC, based in San Francisco, CA, with 21 years of industry experience. Kenneth operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 27 clients with $2.1M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.10% |
Fee is negotiable depending on individual client circumstances. Legacy clients may have a different fee schedule.
Fee Estimator
Location
580 California Street, Suite 1226, San Francisco, CA, 94104
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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 →Other Business Activities
Kenneth is the Chief Investment Officer of Dunhill & Co., LLC, a registered investment advisor. This investment-related activity takes about 10-20% of his time.
Employment History
Current Registrations
Dunhill & Company, LLC
Previous Registrations
Emerson Equity LLCBroker
US Capital Global Securities, LLCBroker
Laidlaw & Company (UK) LTD.Broker
UBS Financial Services INC.
UBS Financial Services INC.Broker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Granite Securities, LLCBroker
Waddell & Reed, INC.Broker
Waddell & Reed, INC.
VALIC Financial Advisors, INC.
VALIC Financial Advisors, INC.Broker
M.L. Stern & CO., LLC.Broker
Morgan Stanley
Morgan Stanley Dw INC.Broker
State Registrations1 state
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