Kenneth Bowen is a registered investment advisor at Toth Financial Advisory CORP, based in Leesburg, VA, 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, High Net Worth, Investment Management, Retirement Planning. Their firm serves 633 clients with $1B 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 | 1.30% |
| $1.0M - $1.8M | 1.20% |
| $1.8M - $2.5M | 1.10% |
| $2.5M - $3.8M | 1.00% |
| $3.8M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.80% |
| $10.0M - $25.0M | 0.70% |
| $25.0M - $50.0M | 0.60% |
| $50.0M - $100.0M | 0.50% |
| $100M+ | 0.40% |
Management of portfolios with quarterly reporting will be charged 25% more than clients who elect Annual Reporting. 529 Plans, Limited Partnerships and Fixed Annuities will be charged at the annual rate of 0.10%. Stand-alone 529 plans (without an individual stock or mutual fund portfolio) will be charged a management fee of 1.00% per year. Employer Sponsored Qualified Plans – Passively Managed, will incur an annual fee between 0.25% and 0.75% annually, based on service level agreement. Clients who desire that Toth Financial make recommendations for their 401K accounts, held by their employers and not directly affiliated with Toth Financial, will be charged an annual rate of 0.15% (subject to a $250 fee minimum per account).
Fee Estimator
Location
608 South King Street, Suite 300, Leesburg, VA, 20175
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Toth Financial Advisory CORP
State Registrations1 state
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