Kenneth Cusick is a registered investment advisor at Texas Family Wealth, LLC, based in Friendswood, TX, with 5 years of industry experience. Kenneth operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, High Net Worth, Investment Management, Retirement Planning. Their firm serves 363 clients with $230M 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 $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.85% |
| $5M+ | Included |
Fees negotiable for assets over $5,000,001.
Fee Estimator
Location
161 W Shadowbend Avenue, Suite 101, Friendswood, TX, 77546
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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 →Employment History
Current Registrations
Texas Family Wealth, LLC
Previous Registrations
Fisher Investments
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations1 state
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