Kent Klingshirn
Kent Klingshirn is a registered investment advisor at Klingshirn Investment Advisors, LLC, based in Medina, OH, with 17 years of industry experience. Kent operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Financial Planning & Coaching, Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1000K | 2.00% |
| $1.0M - $2.0M | 1.50% |
| $2M+ | 0.50% |
Fees are not negotiable.
Fee Estimator
Location
Medina, OH
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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 ActivitiesSells Insurance
Kent is self-employed as an independent insurance agent since 2000, selling health, life, long-term care insurance, and fixed annuities. This work takes about half of Kent's time.
Employment History
Current Registrations
Klingshirn Investment Advisors, LLC
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.