Kenneth Calhoun is a registered investment advisor at Openair Financial, LLC, based in Southlake, TX, with 14 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 2 more. Their firm serves 860 clients with $320M 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 $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $5.0M | 0.80% |
| $5M+ | 0.80% |
Fees for amounts over $5,000,000 are negotiable. Fees are billed quarterly in advance.
Fee Estimator
Location
280 Miron Drive, Southlake, TX, 76092
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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 →Employment History
Current Registrations
Openair Financial, LLC
Previous Registrations
J.P. Morgan Securities LLCBroker
Goldman Sachs Personal Financial Management
T. Rowe Price Investment Services, INC.Broker
Fidelity Investments Institutional Services Company, INC.Broker
Woodbury Financial Services, INC.Broker
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.
Exams
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