KT
KT
Kenneth Templeton
15 Years of Experience
Las Vegas, NV
1 Disclosure
Kenneth Templeton is a registered investment advisor at Ulta Wealth Management, LLC, based in Las Vegas, NV, 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 Education Planning, Estate Planning, High Net Worth, Investment Management, and 3 more. Their firm serves 27 clients with $150M in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
27 clients
Average Client Portfolio
$5.4M average
Assets Under Management
$146.5M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.75% |
| $250K - $1000K | 1.50% |
| $1.0M - $5.0M | 1.20% |
| $5.0M - $10.0M | 1.00% |
| $10M+ | 0.75% |
The maximum annual fee charged for this service will not exceed 2.00%. Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
3311 South Rainbow Blvd., Suite 203, Las Vegas, NV, 89146
Get directionsHistory
Regulatory History (1)
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Criminal
February 2004Final Disposition
Employment History
Current Registrations
Ulta Wealth Management, LLC
February 2021 - Present · 5 yrs 3 mos
Previous Registrations
Morgan Stanley
March 2011 - January 2021 · 9 yrs 10 mos
Morgan StanleyBroker
December 2010 - January 2021 · 10 yrs 1 mo
State Registrations1 state
NV
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.