Kenneth Gibbons
Kenneth Gibbons is a registered investment advisor at Financial Engineering LLC, based in Sparta, NJ, with 6 years of industry experience. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 4 clients with $400K 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 $250K | 1.15% |
| $250K - $500K | 1.05% |
| $500K - $1.0M | 1.00% |
| $1.0M - $1.8M | 0.90% |
| $1.8M - $2.8M | 0.75% |
| $2.8M - $5.0M | 0.70% |
| $5M+ | 0.60% |
Fees are negotiable for accounts over $5,000,001. This fee does not include the Outside Manager's fee.
Fee Estimator
Location
Sparta, NJ
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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 ActivitiesSells Insurance
Kenneth is the owner of Financial Strategies LLC, an insurance and annuities business. He works as a life, health, and annuity producer, dedicating minimal time to this activity.
Employment History
Current Registrations
Financial Engineering LLC
Previous Registrations
AXA Advisors, LLC
AXA Advisors, LLCBroker
State Registrations1 state
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