Kenneth Elliott
Kenneth Elliott is a registered investment advisor at Index Technologies Group LLC, based in New York, NY, with 6 years of industry experience. Kenneth operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 43 clients with $180M 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 $5.0M | 0.75% |
| $5.0M - $10.0M | 0.55% |
| $10.0M - $100.0M | 0.45% |
| $100M+ | 0.25% |
Management fee is negotiable depending on individual client circumstances.
Fee Estimator
Location
10 E. 53rd Street, Suite 1400, New York, NY, 10022
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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 ActivitiesSells Insurance
Kenneth is an insurance agent, dedicating minimal time to this activity. He also spends about half his time as Managing Partner at Quantum Portfolio Management, LLC and about half his time at Index Technologies Group, LLC, and a few hours per week as Investment Strategist Support at Arax Investment Partners.
Employment History
Current Registrations
Index Technologies Group LLC
Quantum Portfolio Management, LLC
Previous Registrations
Ashton Thomas Securities, LLCBroker
Ashton Thomas Securities, LLC
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
State Registrations2 states
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.