Kenneth Robbins
Kenneth Robbins is a registered investment advisor at Eagle Spirit Investments Consulting, INC., based in Rollins, MT, with 16 years of industry experience. Kenneth operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 3 clients with $5.3M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Eagle Spirit Investments Consulting offers ongoing investment management services. The annual fee is a percentage of your investments, and the rate may vary:
- $15,000 - $1,000,000: 1.00% - 1.99%
- $1,000,001 - $10,000,000: 0.75% - 1.99%
- $10,000,000 - $25,000,000: 0.30% - 0.75%
- Above $25,000,000: Negotiable
These fees are negotiable. There is a monthly dollar fee cap of $1,093.
Location
Rollins, MT
Get directionsHistory
Regulatory History (1)
Criminal
March 1975Other Business Activities
Kenneth is a minority shareholder of Robbins, Inc. since 2009, and this entity managed a small family investment which has been sold. Kenneth also owns a residential rental unit since 2010, dedicating minimal time to it.
Employment History
Current Registrations
Eagle Spirit Investments Consulting, INC.
Previous Registrations
Eagle Spirit Investments Consulting, INC.
LPL Financial Corporation
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.