Corey Kenedy is a registered investment advisor at Entrust Parable Capital, LLC, based in Edmond, OK, with 17 years of industry experience. Corey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 48 clients with $38M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Entrust Parable Capital offers investment management services for an annual fee based on a percentage of your account balance. This fee ranges from 1.00% to 2.75% per year, depending on the size and composition of your portfolio and the services you receive. The fee is charged monthly, in advance, based on the market value of your account on the last day of the previous month. Fees may be negotiable for certain client holdings.
Location
Edmond, OK
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Entrust Parable Capital, LLC
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Edward Jones
State Registrations2 states
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