Kenneth Bateman
Kenneth Bateman is a registered investment advisor at Bateman Capital Management, INC., based in Leavenworth, KS, with 9 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 8 clients with $1M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Qualified clients may opt to be charged a performance-based fee of 20% of net profits above a high water mark. These fees are negotiable.
Fee Estimator
Location
422 Delaware Street, Suite B, Leavenworth, KS, 66048
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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 Activities
Kenneth is involved in numerous real estate and business ventures, including event space rental, real estate holdings, and serving as CFO of a law group. He also chairs the Leavenworth Main Street Program and may teach college courses, potentially offering related advice to clients.
Employment History
Current Registrations
Bateman Capital Management, INC.
Previous Registrations
Bateman Capital Management, INC.
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.