KW
CFP
KW
CFP

Kenneth White

12 Years of Experience
Bloomfield Hills, MI
Sells Insurance

Kenneth White is a CFP-designated registered investment advisor at Mariner Wealth, based in Bloomfield Hills, MI, with 12 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, Tax Planning. Their firm serves 44,528 clients with $99B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
912 advisors
Number of Clients
44,528 clients
Average Client Portfolio
$2.2M average
Assets Under Management
$98.6B

Fee Structure

Minimum Investment:$100K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$7,500
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.25%
$1.0M - $5.0M1.00%
$5.0M - $10.0M0.80%
$10M+0.60%

Quarterly minimum fee of $1,875. All fee arrangements are subject to negotiation.

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

38710 Woodward Avenue, Suite 230, Bloomfield Hills, MI, 48304

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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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Other Business ActivitiesSells Insurance

Kenneth is independently licensed to sell insurance through various insurance agencies, spending minimal time on this. He is also a part owner of Liberal Centerline Properties, a real estate venture, dedicating minimal time to it.

Employment History
Current Registrations
Mariner Wealth
June 2022 - Present · 4 yrs 1 mo
Previous Registrations
Emerson Wealth, LLC
July 2013 - August 2022 · 9 yrs 1 mo
State Registrations1 state
MI
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.