Kenneth Schroeder
Kenneth Schroeder is a registered investment advisor at Estate Performance Advisors L.L.C., based in Brighton, MI, with 8 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, Investment Management, Retirement Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.20% |
| $250K - $1.0M | 1.00% |
| $1M+ | 0.90% |
The annual fee may be negotiable. SIMC’s advisory fee schedule for MAS range from .10% to 1.25%. Total fees to Client will never exceed the safe harbor threshold of 3% of assets under management per year.
Fee Estimator
Location
8571 W. Grand River Ave., Ste. 800, Brighton, MI, 48116
Get directionsHistory
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 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.
Previous Registrations
Questar Asset Management, INC.
State Registrations1 state
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