Kenneth Trimbath
Kenneth Trimbath is a registered investment advisor at Mcdowell Associates Investments, LP, based in Greensburg, PA, with 10 years of industry experience. Kenneth operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning, Tax Planning. Their firm serves 155 clients with $21M 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 | 1.50% |
| $1M+ | 1.50% |
Fees above $1,000,000 are negotiable. Client accounts using the firm’s proprietary active investment models will also be charged an additional annual platform fee of 0.25%.
Fee Estimator
Location
327 W. Pittsburgh Street, Greensburg, PA, 15601
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Mcdowell Associates Investments, LP
State Registrations1 state
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