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Kenneth Schroeder

Estate Performance Advisors L.L.C.
9 Years of Experience
Brighton, MI
Sells Insurance
View SEC Summary
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Kenneth Schroeder is a registered investment advisor at Estate Performance Advisors L.L.C., based in Brighton, MI, 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 Education Planning, Estate Planning, Insurance Planning, Investment Management, and 2 more.

Estate Performance Advisors L.L.C.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
4 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K1.20%
$250K - $1.0M1.00%
$1M+0.90%

Fees may be negotiable. SEI charges separate program and fund-level fees ranging from 0.10% to 1.50%.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

8571 W. Grand River Ave., Ste. 800, Brighton, MI, 48116

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Kenneth is the president and an insurance agent at Estate Preservation Agency, Inc. since 2001, spending nearly full-time on insurance sales and general business supervision. He is also the president of Golden Age Marketing since 2009, focusing on insurance marketing for about 10-20% of his time.

Employment History
Current Registrations
Estate Performance Advisors L.L.C.
March 2019 - Present · 7 yrs 7 mos
Previous Registrations
Questar Asset Management, INC.
May 2017 - February 2019 · 1 yr 9 mos
State Registrations1 state
MI
Advisor

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.

Exams
No exam information available for this advisor.
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