Lenny Kisin is a registered investment advisor at Applied Capital, based in Hollywood, FL, with 22 years of industry experience. Lenny 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 265 clients with $160M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.80% |
Maximum annual advisory fee is 1.80%. Specific fees are set in the investment management agreement and may vary based on account size, portfolio complexity, and activity. Family-related accounts may receive reduced fees, and household accounts are aggregated for fee calculation.
Fee Estimator
Location
Hollywood, FL
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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
Applied Capital
State Registrations8 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.
Exams
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