Kenneth Tumolo
Kenneth Tumolo is a CFP-designated registered investment advisor at Tumolo Wealth Management LLC, based in East Lyme, CT, 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 Financial Planning & Coaching, High Net Worth, Investment Management. Their firm serves 449 clients with $130M 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 | 1.50% |
| $500K - $750K | 1.30% |
| $750K - $1.0M | 1.10% |
| $1.0M - $2.0M | 1.00% |
| $2M+ | 1.00% |
Fees are negotiable for accounts over $2,000,000.
Fee Estimator
Location
339 Flanders Road, Suite 102, East Lyme, CT, 06333
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 has been an insurance agent since 2014, selling various insurance products. This investment-related activity takes about a quarter of his time during trading hours.
Employment History
Current Registrations
Tumolo Wealth Management LLC
Previous Registrations
Tucker Asset Management LLC
Caitlin John, LLC
Johnson Brunetti
Silver Oak Securities, IncorporatedBroker
Silver Oak Securities, INC.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations2 states
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