KP
CFA
KP
CFA

Kenneth Powell

23 Years of Experience
Overland Park, KS

Kenneth Powell is a CFA-designated registered investment advisor at Mariner Wealth, based in Overland Park, KS, with 23 years of industry experience. Kenneth operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 44,528 clients with $99B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
912 advisors
Number of Clients
44,528 clients
Average Client Portfolio
$2.2M average
Assets Under Management
$98.6B

Fee Structure

Minimum Investment:$100K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$7,500
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.25%
$1.0M - $5.0M1.00%
$5.0M - $10.0M0.80%
$10M+0.60%

Quarterly minimum fee of $1,875. All fee arrangements are subject to negotiation.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

5700 W. 112th Street, Suite 500, Overland Park, KS, 66211

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Kenneth is a board member and chairman for Midwest Transplant Network, an organ transplant organization. This activity takes about 10-20% of his time outside of securities hours.

Employment History
Current Registrations
Mariner Wealth
November 2007 - Present · 18 yrs 6 mos
Previous Registrations
Cfw Capital Management Incorporated
July 2002 - July 2007 · 5 yrs
State Registrations2 states
FLKS
Advisor

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
No exam information available for this advisor.
Kenneth Powell - Financial Advisor | TrueAdvisor