Kenneth Dery is a CFA-designated registered investment advisor at Kenneth A. Dery & Associates, based in Willoughby, OH, with 27 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. 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% |
Standard accounts have a customary minimum annual fee of $4,000, which can be cumulative across family accounts. Mutual fund advisory accounts have a standard rate of 0.75% annually with a customary minimum annual fee of $1,000. Fees may be negotiable in certain cases.
Fee Estimator
Location
4145 Erie Street, Willoughby, OH, 44094
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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 →Employment History
Current Registrations
Kenneth A. Dery & Associates
State Registrations1 state
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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