Kenneth Blanchard is a CFP-designated registered investment advisor at Edward Jones, based in Tucson, AZ, 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 4,069,320 clients with $1000B 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 | 1.40% |
The fee schedule consists of a Program Fee (up to 1.35%) and a Platform Fee (up to 0.05%), totaling a maximum annual rate of 1.40%. Fees are negotiable and may be lower based on account size or pricing groups.
Fee Estimator
Location
7391 E Tanque Verde Rd, Tucson, AZ, 85715-3475
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Regulatory History (1)
Customer Dispute
June 2006Other Business Activities
Kenneth owns two residential real estate income-producing properties and is the president of the Chamber of Commerce. He is also a member/owner of Lokahi4, LLC, formed in 2023 to hold commercial real estate, dedicating minimal time to it.
Employment History
Current Registrations
Edward Jones
Edward JonesBroker
Previous Registrations
Edward Jones
State Registrations32 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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