Kenneth Dery is a CFA-designated registered investment advisor at Kenneth A. Dery & Associates, based in Willoughby, OH, with 26 years of industry experience. Kenneth operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 22 clients with $35M 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 $500K | 1.50% |
| $500K+ | 1.00% |
This fee schedule is for client accounts in which Mr. Dery creates and individually manages each investment in the account. A few clients, for further diversification purposes, have engaged KDA to select and monitor a separate portfolio of mainly equity mutual funds. The standard rate structure here is 0.75% annually of assets under management. The customary minimum annual fee for these accounts is $1,000. In certain cases, fees that are different from the standard fee may be negotiated.
Fee Estimator
Location
4145 Erie Street, Willoughby, OH, 44094
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Kenneth A. Dery & Associates
State Registrations1 state
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