Kenneth Conte is a CFP-designated registered investment advisor at Northbridge Financial Group, LLC, based in Tampa, FL, with 9 years of industry experience. Kenneth operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 487 clients with $410M 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 $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $4.0M | 0.75% |
| $4.0M - $5.0M | 0.70% |
| $5.0M - $6.0M | 0.65% |
| $6.0M - $7.0M | 0.63% |
| $7.0M - $8.0M | 0.60% |
| $8.0M - $9.0M | 0.57% |
| $9.0M - $10.0M | 0.55% |
| $10.0M - $15.0M | 0.53% |
| $15.0M - $20.0M | 0.50% |
| $20.0M - $25.0M | 0.47% |
| $25.0M - $30.0M | 0.45% |
| $30.0M - $35.0M | 0.42% |
| $35.0M - $40.0M | 0.40% |
| $40.0M - $45.0M | 0.38% |
| $45.0M - $50.0M | 0.35% |
| $50.0M - $55.0M | 0.33% |
| $55.0M - $60.0M | 0.30% |
| $60.0M - $65.0M | 0.28% |
| $65.0M - $70.0M | 0.25% |
| $70M+ | 0.25% |
Fees may be negotiable.
Fee Estimator
Location
4300 West Cypress Street, Meridian Two Building, Suite 370, Tampa, FL, 33607
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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 →Other Business Activities
Kenneth operates under the DBA Northbridge Financial Group LLC for his LPL business since 2020. He also works as a Senior Planning Associate for Northbridge Financial Group, LLC, providing administrative support and dedicating nearly full-time hours to this role.
Employment History
Current Registrations
Northbridge Financial Group, LLC
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
LPL Financial LLC
Commonwealth Financial NetworkBroker
Commonwealth Financial Network
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
State Registrations1 state
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