AK
AK

Adam John Kenley

20 Years of Experience
Broker
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)
Firm Size
1033 advisors
Number of Clients
157,536 clients
Average Client Portfolio
$168K average
Assets Under Management
$26.5B

Fee Structure

Minimum Investment:$250K
Financial Planning:Investment management only
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $250K2.00%
$250K - $500K1.75%
$500K - $1.0M1.50%
$1.0M - $2.0M1.25%
$2.0M - $4.0M1.00%
$4M+1.00%

Fees negotiable for accounts over $4,000,000.

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

3557 S. Arlington Road, Akron, OH, 44312

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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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Employment History
Current Registrations
PNC Wealth Management
February 2012 - Present · 14 yrs
PNC Wealth Management LLCBroker
February 2012 - Present · 14 yrs
Previous Registrations
The Huntington Investment CompanyBroker
June 2010 - February 2012 · 1 yr 8 mos
PNC InvestmentsBroker
November 2009 - June 2010 · 7 mos
Natcity Investments, INC.Broker
August 2006 - November 2009 · 3 yrs 3 mos
W&s Brokerage Services, INC.Broker
August 2005 - August 2006 · 1 yr
Pruco Securities, LLC.Broker
October 2004 - July 2005 · 9 mos
State Registrations10 states
FLINMDNCNVOHSCTNUTVA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Adam John Kenley - Financial Advisor | TrueAdvisor