Kenneth Weingarten
Kenneth Weingarten is a registered investment advisor at Weingarten Associates, L.L.C., based in Lawrenceville, 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 Business Owners, Corporate Executives, Education Planning, Estate Planning, and 7 more. Their firm serves 65 clients with $200M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Weingarten Associates charges a fixed annual fee for its wealth management services, which include ongoing financial planning, investment management, and tax planning. The fee structure includes:
- A minimum annual fee of $20,000 for regular wealth management services, which are designed for clients with at least $2,500,000 in investable assets.
- A minimum annual fee of $12,500 for existing relationships.
- A lower minimum annual fee in certain circumstances, such as for family members of existing clients or younger professionals who have less than $2,500,000 in investable assets but are expected to reach the regular service level within four years.
- Wealth Accumulator Plan services customized for younger clients or those in the rapid accumulation phase with at least $1,000,000 in investable assets.
Contact
Kenneth Weingarten
Location
Lawrenceville, NJ
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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
Weingarten Associates, L.L.C.
State Registrations1 state
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Exams
Additional Information
Ken is passionate about helping individuals achieve their goals through comprehensive financial planning. “Few things provide me with as much joy as making a positive difference in my clients’ lives by helping them to achieve their financial goals. The financial goals are just the vehicle; the real satisfaction is seeing my clients’ live their lives to the fullest, knowing that the financial portion has been thoroughly addressed.”
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