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Kevin Koeninger
17 Years of Experience
Cincinnati, OH
1 DisclosureBroker
Kevin Koeninger is a registered investment advisor at Fifth Third Securities, INC., based in Cincinnati, OH, with 17 years of industry experience. Kevin is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 47,014 clients with $11B in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
1009 advisors
Number of Clients
47,014 clients
Average Client Portfolio
$232K average
Assets Under Management
$10.9B
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.35% |
| $500K - $750K | 1.25% |
| $750K - $1.0M | 1.10% |
| $1.0M - $2.0M | 1.00% |
| $2M+ | 0.80% |
Fees are negotiable. Maximum fee is 1.50%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
5001 Kingsley Drive, Cincinnati, OH, 45263
Get directionsHistory
Regulatory History (1)
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Financial
July 2020Final
Employment History
Current Registrations
Fifth Third Securities, INC.
August 2021 - Present · 5 yrs 2 mos
Fifth Third Securities, INC.Broker
August 2021 - Present · 5 yrs 2 mos
Fifth Third Securities, INC.
August 2021 - Present · 5 yrs 2 mos
Previous Registrations
Fifth Third Securities, INC.Broker
March 2016 - February 2021 · 4 yrs 11 mos
Fifth Third Securities, INC.
March 2016 - February 2021 · 4 yrs 11 mos
Strategic Advisers, INC.
December 2013 - October 2015 · 1 yr 10 mos
Fidelity Brokerage Services LLCBroker
January 2011 - October 2015 · 4 yrs 9 mos
Fidelity Brokerage Services LLCBroker
January 2008 - November 2009 · 1 yr 10 mos
Fidelity Investments Institutional Services Company, INC.Broker
November 2006 - January 2008 · 1 yr 2 mos
State Registrations51 states
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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.
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