Kenneth Uhlich
Kenneth Uhlich is a ChFC-designated registered investment advisor at Advisory Services Network, based in Mandeville, LA, with 21 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, Charitable Giving, Corporate Executives, Education Planning, and 7 more. Their firm serves 12,919 clients with $11B 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 | 2.25% |
| $500K - $2.0M | 1.75% |
| $2.0M - $5.0M | 1.50% |
| $5M+ | 1.25% |
All fees are negotiable at the firm's discretion. The firm also offers a floating flat rate schedule using the same percentage breakpoints applied to total account assets.
Fee Estimator
Location
735 North Causeway Boulevard, Floor 2, Suite 203 A, Mandeville, LA, 70448
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 Roman Catholic Deacon, dedicating minimal time each month. He is also the president of Toccer Wealth Management, Nations Insurance, and Actus Wealth Strategies, all focusing on selling fixed life, annuity, disability, health, and direct primary care products, and the owner, managing partner, and president of Actus Asset Management, dedicating full-time hours to this role.
Employment History
Current Registrations
Advisory Services Network
Previous Registrations
Cornerstone Advisors LLC
Cornerstone Registered Investment Advisors
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
Nylife Securities LLCBroker
State Registrations1 state
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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