Kennon Grose is a registered investment advisor at Assetbuilder, INC., based in Plano, TX, with 19 years of industry experience. Kennon 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 741 clients with $720M 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 $350K | 0.90% |
| $350K - $600K | 0.70% |
| $600K - $1.0M | 0.60% |
| $1.0M - $4.0M | 0.40% |
| $4M+ | 0.35% |
AssetBuilder may charge a lesser investment advisory fee based upon certain criteria.
Fee Estimator
Location
1255 West 15th Street, Suite 1000, Plano, TX, 75075
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Assetbuilder, INC.
State Registrations1 state
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