Kenneth Holmes
Kenneth Holmes is a registered investment advisor at Martinsen Wealth Management, based in Tempe, AZ, 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 Estate Planning, Investment Management, Retirement Planning. Their firm serves 366 clients with $140M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.40% |
| $500K - $750K | 1.30% |
| $750K - $1.0M | 1.20% |
| $1.0M - $1.5M | 1.00% |
| $1.5M - $5.0M | 0.75% |
| $5M+ | 0.50% |
MWM combines the account values of family members living in the same household to determine the applicable advisory fee. MWM also reserves the right to reduce or waive fees at its discretion.
Fee Estimator
Location
7855 S. River Parkway, Suite 201, Tempe, AZ, 85284
Get directionsHistory
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
Kenneth is involved in several business activities, including property management through Holmes Property Management LLC and H&H Holdings LLC, and running Holmes Financial Services, which provides insurance products and fixed annuities. He also volunteers with Wish for Our Heroes and SOFA, and creates educational videos for Frog It AZ.
Employment History
Current Registrations
Martinsen Wealth Management
Previous Registrations
First Advisors National, LLC
Fsc Securities Corporation
Fsc Securities CorporationBroker
State Registrations1 state
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