Kenneth Botwinick
Kenneth Botwinick is a registered investment advisor at Signature Wealth Management Partners, LLC, based in Montvale, NJ, 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 Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 444 clients with $390M 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 | 1.25% |
| $500K - $1.5M | 1.00% |
| $1.5M - $3.0M | 0.90% |
| $3.0M - $5.0M | 0.80% |
| $5.0M - $8.0M | 0.65% |
| $8.0M - $10.0M | 0.50% |
| $10.0M - $12.0M | 0.46% |
| $12.0M - $15.0M | 0.43% |
| $15.0M - $18.0M | 0.40% |
| $18M+ | 0.38% |
The firm can be engaged to provide wealth management services on a fixed fee basis for certain clients.
Fee Estimator
Location
85 Chestnut Ridge Road, Suite 201, Montvale, NJ, 07645
Get directionsHistory
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 →Other Business ActivitiesSells Insurance
Kenneth is a Certified Public Accountant and Partner at Botwinick & Company, LLC, dedicating nearly full-time hours to management, accounting, audit, and tax services. He also has several other business activities, including non-variable insurance sales, merchant service sales, medical practice consulting, financial planning services, private equity investments, and real estate rental.
Employment History
Current Registrations
Signature Wealth Management Partners, LLC
Purshe Kaplan Sterling Investments
Purshe Kaplan Sterling InvestmentsBroker
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
State Registrations6 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.