KH
KH
Kenneth Hargreaves
17 Years of Experience
Sarasota, FL
1 Disclosure
Kenneth Hargreaves is a registered investment advisor at Wealthgen Advisors, LLC, based in Sarasota, FL, with 17 years of industry experience. Kenneth operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Corporate Executives, Divorce Planning, Education Planning, and 7 more. Their firm serves 106 clients with $150M in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
106 clients
Average Client Portfolio
$1.4M average
Assets Under Management
$146.6M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.05% |
| $1.0M - $3.0M | 0.85% |
| $3.0M - $10.0M | 0.75% |
| $10M+ | 0.65% |
Fees are negotiable based on the scope and complexity of the services, the amount of time and expertise required.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Contact
KH
Kenneth Hargreaves
Location
650 Central Ave., Suite 1, Sarasota, FL, 34236
Get directionsHistory
Regulatory History (1)
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Criminal
September 2006Final Disposition
Employment History
Current Registrations
Wealthgen Advisors, LLC
January 2020 - Present · 6 yrs 4 mos
Previous Registrations
American Funds Distributors, INC.
June 2013 - December 2019 · 6 yrs 6 mos
American Funds Distributors, INC.Broker
May 2012 - December 2019 · 7 yrs 7 mos
Royal Alliance Associates, INC.
December 2009 - March 2012 · 2 yrs 3 mos
Moseley Investment Management, INC.
December 2009 - March 2012 · 2 yrs 3 mos
Royal Alliance Associates, INC.Broker
November 2009 - March 2012 · 2 yrs 4 mos
Ameriprise Financial Services, INC.
September 2008 - November 2009 · 1 yr 2 mos
Ameriprise Financial Services, INC.Broker
June 2008 - November 2009 · 1 yr 5 mos
State Registrations2 states
FLTX
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.