Amber Kendrick is a registered investment advisor at Procyon, based in Shelton, CT, with 18 years of industry experience. Amber 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 3,048 clients with $9.2B 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 | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10.0M - $20.0M | 0.65% |
| $20.0M - $50.0M | 0.55% |
| $50.0M - $100.0M | 0.45% |
| $100M+ | 0.45% |
Fees are negotiable at the sole discretion of Procyon. Accounts from related clients are typically grouped together to achieve lower fee tiers. Trust fiduciary services add an additional 0.25% to the annual rate.
Fee Estimator
Location
1 Corporate Drive, Suite 225, Shelton, CT, 06484
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 Activities
Amber is a member of the Retirement Advisory Council since 2021, advocating for successful retirement outcomes. This requires minimal time commitment.
Employment History
Current Registrations
Procyon
Previous Registrations
Procyon Institutional Partners, LLC
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
Mutual of America Life Insurance CompanyBroker
Mutual of America Securities LLCBroker
Nrp Financial, INC.Broker
Ogilvie Security Advisors CorporationBroker
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
More Advisors
- Curtis Irby, CFPProcyon
- Charles Caddick, ChFCProcyon
- Caroline Wetzel, CFPProcyon
- Mark Rich, CFA, CFPProcyon
- Phil FioreProcyon
- Alisa Olsen, CFPMML Investors Services, LLC