KH
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Kenneth Harb

42 Years of Experience
Farmington Hills, MI
7 DisclosuresBroker

Kenneth Harb is a registered investment advisor at Wells Fargo Advisors, based in Farmington Hills, MI, with 42 years of industry experience. Their practice areas include Business Owners, Divorce Planning, Education Planning, Financial Planning & Coaching, and 2 more. Their firm serves 1,327,695 clients with $610B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
14703 advisors
IM Fee
Planning only
Assets Under Management
$606.0B

Fee Structure

Minimum Investment:$250K
  • Cash Flow Analysis — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
  • Education Planning — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
  • Retirement Planning — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
  • Risk Planning — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
  • Wealth Planning — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
  • Divorce Planning — Up to $1,500 for clients with a net worth of $250,000 to $500,000; up to $3,750 for clients with a net worth over $500,000 to $1,000,000; up to $7,500 for clients with a net worth over $1,000,000.
  • Special Needs Analysis — Up to $1,500 for clients with a net worth of $250,000 to $500,000; up to $3,750 for clients with a net worth over $500,000 to $1,000,000; up to $7,500 for clients with a net worth over $1,000,000.
  • Sports & Entertainment — Up to $1,500 for clients with a net worth of $250,000 to $500,000; up to $3,750 for clients with a net worth over $500,000 to $1,000,000; up to $7,500 for clients with a net worth over $1,000,000.
  • Business Owner Planning — Up to $1,500 for clients with a net worth of $250,000 to $500,000; up to $3,750 for clients with a net worth over $500,000 to $1,000,000; up to $7,500 for clients with a net worth over $1,000,000.

The total fee per engagement can range up to $5,000 for clients with a net worth of $250,000 to $500,000, up to $12,500 for clients with a net worth over $500,000 to $1,000,000, and up to $25,000 for clients with a net worth over $1,000,000. Fees are subject to negotiation and may vary.

One-Time Plan:Up to $25,000
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Location

27755 Stansbury Blvd, Ste 275, Farmington Hills, MI, 48334

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History

Regulatory History (7)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
November 2012
Settled
Customer Dispute
January 2002
Denied
Customer Dispute
February 1997
Settled
Customer Dispute
February 1993
Award / Judgment
Customer Dispute
March 1992
Settled
Customer Dispute
March 1992
Settled
Customer Dispute
October 1991
Settled
Other Business Activities

Kenneth is a board member of the Livonia Brownfield Redevelopment Authority since 2011, dedicating minimal time. His duties include attending meetings and reviewing/approving tax credits for underutilized real estate.

Employment History
Current Registrations
Wells Fargo Advisors
April 2006 - Present · 20 yrs 1 mo
Wells Fargo Clearing Services, LLC
July 2003 - Present · 22 yrs 10 mos
Wells Fargo Clearing Services, LLCBroker
July 2003 - Present · 22 yrs 10 mos
Previous Registrations
Prudential Securities IncorporatedBroker
November 1991 - July 2003 · 11 yrs 8 mos
Oppenheimer & CO., INC.Broker
July 1987 - November 1991 · 4 yrs 4 mos
Dean Witter Reynolds INC.Broker
September 1983 - July 1987 · 3 yrs 10 mos
State Registrations10 states
ARDCFLINMINYOHRITNTX
AdvisorBrokerBoth

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
No exam information available for this advisor.