KB
KB
Kenneth Beach
45 Years of Experience
1 DisclosureBroker
Kenneth Beach is a registered investment advisor at Cascade Investment Group, INC., based in Colorado Springs, CO, with 45 years of industry experience. Kenneth operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 609 clients with $380M in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5 advisors
Number of Clients
609 clients
Average Client Portfolio
$621K average
Assets Under Management
$378.0M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.50% |
| $250K - $500K | 2.00% |
| $500K - $1.0M | 1.50% |
| $1M+ | 1.50% |
Fees negotiable for accounts over $1,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...
Location
444 E. Pikes Peak Avenue, Suite 200, Colorado Springs, CO, 80903
Get directionsHistory
Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
August 1992Settled
Employment History
Current Registrations
Cascade Investment Group, INC.
January 1999 - Present · 27 yrs 3 mos
Cascade Investment Group, INC.Broker
July 1996 - Present · 29 yrs 9 mos
Previous Registrations
Smith Barney INC.Broker
May 1980 - August 1996 · 16 yrs 3 mos
State Registrations19 states
AKAZCACOFLIAIDILMONCNENHNMOHTNTXVAWAWV
AdvisorBrokerBoth
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.