KB
CFA
KB
CFA

Kenneth Blickenstaff

10 Years of Experience
Indianapolis, IN

Kenneth Blickenstaff is a CFA-designated registered investment advisor at Titan Investment Management LLC, based in Indianapolis, IN, with 10 years of industry experience. Kenneth operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 269 clients with $120M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
4 advisors
Number of Clients
269 clients
Average Client Portfolio
$461K average
Assets Under Management
$123.9M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $2.5M1.50%
$2.5M - $10.0M1.00%
$10M+0.50%

Fees are generally negotiable. For self-directed brokerage accounts, the fee will not exceed 1.5% and is also negotiable.

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

8606 Allisonville Rd., Suite #260, Indianapolis, IN, 46250

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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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Other Business Activities

Kenneth is a managing partner of Pawnee Investments LLC, dealing with residential real estate rentals, and spends minimal time on it. He forecasts property valuations and oversees financing, deriving 5% of his yearly income from this business.

Employment History
Current Registrations
Titan Investment Management LLC
January 2018 - Present · 8 yrs 4 mos
Previous Registrations
Busey Capital Management, INC.
January 2013 - November 2014 · 1 yr 10 mos
State Registrations4 states
ILINTNTX
Advisor

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.
Kenneth Blickenstaff - Financial Advisor | TrueAdvisor