KZ
KZ

Kenneth Zehnder

15 Years of Experience
Ann Arbor, MI

Kenneth Zehnder is a registered investment advisor at A B L E Wealth Management Solutions LLC, based in Ann Arbor, MI, with 15 years of industry experience. Kenneth operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 67 clients with $23M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
67 clients
Average Client Portfolio
$336K average
Assets Under Management
$22.5M

Fee Structure

Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $300K1.50%
$300K - $700K1.30%
$700K - $1.0M1.20%
$1M+1.00%

Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

3380 Travis Pointe Road, Suite E, Ann Arbor, MI, 48108

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
A B L E Wealth Management Solutions LLC
March 2019 - Present · 7 yrs 2 mos
Previous Registrations
Waddell & Reed
November 2014 - February 2019 · 4 yrs 3 mos
Waddell & ReedBroker
November 2014 - February 2019 · 4 yrs 3 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
May 2011 - November 2014 · 3 yrs 6 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
March 2011 - November 2014 · 3 yrs 8 mos
PNC InvestmentsBroker
November 2009 - December 2009 · 1 mo
Natcity Investments, INC.Broker
October 2008 - November 2009 · 1 yr 1 mo
State Registrations2 states
FLMI
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.