KP
KP

Kenneth Price

17 Years of Experience
Pittsburgh, PA
2 DisclosuresBroker

Kenneth Price is a registered investment advisor at Eagle Strategies LLC, based in Pittsburgh, PA, 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 Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 111,361 clients with $25B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2404 advisors
Number of Clients
111,361 clients
Average Client Portfolio
$228K average
Assets Under Management
$25.4B

Fee Structure

Eagle Strategies offers investment advice through several programs:

  • Co-Advisory Program: Eagle's fees range from 0% to 1.25% of your portfolio, in addition to the co-advisor's fees.
  • New York Life Premier Advisory Variable Annuity: Eagle's advisory fee ranges from 0% to 1% of the annuity's value during the accumulation phase. This fee does not apply during the annuitization phase.
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Location

225 West Station Square Drive, Suite 300, Pittsburgh, PA, 15219

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History

Regulatory History (2)
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Criminal
June 2002
Final Disposition
Criminal
October 1999
Final Disposition
Other Business Activities

Kenneth is a board member for the Highmark Caring Foundation Purse Gala, helping to organize the annual event. This activity requires minimal time.

Employment History
Current Registrations
Eagle Strategies LLC
June 2013 - Present · 12 yrs 11 mos
Nylife Securities LLCBroker
November 2008 - Present · 17 yrs 6 mos
State Registrations6 states
MDNJNYOHPAWV
AdvisorBrokerBoth

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 Price - Financial Advisor | TrueAdvisor