Kenneth Bane
Kenneth Bane is a CFP-designated registered investment advisor at Commonwealth Financial Network, based in Oak Ridge, TN, with 23 years of industry experience. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 399,450 clients with $210B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Commonwealth Financial Network offers investment management through various programs like PPS Custom, PPS Select, and PPS Direct. Fees are generally calculated as a percentage of your portfolio, including cash and money market positions. The exact fees vary depending on the specific program and the agreement between you and your advisor.
Commonwealth generally offers two types of fee schedules: blended and breakpoint. With a blended schedule, different portions of your portfolio are charged at different rates. With a breakpoint schedule, the fee rate declines as your portfolio value reaches certain levels. All fees are negotiable between the advisor and client.
Location
1143 Oak Ridge Turnpike, Suite 214, Oak Ridge, TN, 37830
Get directionsHistory
Regulatory History (1)
Customer Dispute
May 2010Other Business Activities
Kenneth is a passive owner of a family rental property since 2013 and an owner/landlord of another house rental since 2023. These activities require minimal time commitment.
Employment History
Current Registrations
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
Previous Registrations
Advice and Planning Services
Tiaa-Cref Individual & Institutional Services, LLCBroker
U.S. Bancorp Investments, INC.
U.S. Bancorp Investments, INC.Broker
Strategic Advisers, INC.
Fidelity Brokerage Services LLCBroker
LPL Financial Corporation
Uvest Financial Services Group, INC.
Uvest Financial Services Group, INC.Broker
Merrill Lynch Pierce Fenner & Smith INC.
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Suntrust Securities, INC.Broker
Edward JonesBroker
Northwestern Mutual Investment Services, LLCBroker
PFS Investments INC.Broker
State Registrations36 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.