Kenneth Graeter is a ChFC-designated registered investment advisor at Edward Jones, based in Louisville, KY, with 5 years of industry experience. Kenneth is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 4,069,320 clients with $1000B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.40% |
The fee schedule consists of a Program Fee (up to 1.35%) and a Platform Fee (up to 0.05%), totaling a maximum annual rate of 1.40%. Fees are negotiable and may be lower based on account size or pricing groups.
Fee Estimator
Location
10400 Dixie Hwy Suite 101, Louisville, KY, 40272-5915
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 Activities
Kenneth is an investor in Mobile Ballistic Products, INC, a manufacturing company, and an owner of Greater Golf LLC, though he is no longer giving golf lessons. He spends minimal time on these activities.
Employment History
Current Registrations
Edward Jones
Edward JonesBroker
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
State Registrations10 states
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
More Advisors
- Leigh ParkerEdward Jones
- James Nettle, CFPEdward Jones
- Roger Cox, CFP, ChFCEdward Jones
- Marcus Folmar, CFPEdward Jones
- Alma TuckerEdward Jones
- Robert Melillo, ChFCEdward Jones