Kendal Fordham
Kendal Fordham is a registered investment advisor at Privileged Planning INC., based in Green Cove Springs, FL, with 9 years of industry experience. Kendal operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 184 clients with $40M 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 | 1.85% |
| $500K - $1.0M | 1.65% |
| $1.0M - $2.0M | 1.25% |
| $2.0M - $5.0M | 1.00% |
| $5M+ | 0.75% |
Fee Estimator
Location
715 Spring St, Green Cove Springs, FL, 32043
Get directionsHistory
Regulatory History (1)
Customer Dispute
February 2025Other Business Activities
Kendal has several outside business activities, including ownership stakes in Let Bob LLC and Flood-Con LLC, managing Kaaj Properties LLC, and involvement with several organizations such as BNI, First Coast Honor Flight, Vistage, and St Johns BFF. Kendal is also a co-author of two books.
Employment History
Current Registrations
Privileged Planning INC.
Previous Registrations
Toams Financial
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Raymond James & Associates, INC.
Raymond James & Associates, 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.