Dylan Smith is a registered investment advisor at Kanen Wealth Management LLC, based in Coconut Creek, FL, with 3 years of industry experience. Dylan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 251 clients with $340M 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 $2.5M | 2.00% |
| $2.5M - $5.0M | 1.50% |
| $5.0M - $7.0M | 1.00% |
| $7M+ | 1.00% |
Fees negotiable for accounts over $7,000,000.
Fee Estimator
Location
6810 Lyons Technology Circle, Suite 160, Coconut Creek, FL, 33073
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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 Activities
Since 2009, Dylan has participated in tournaments sponsored by the American Water Skiing Association.
Employment History
Current Registrations
Kanen Wealth Management LLC
Previous Registrations
Singer Wealth Advisors LLC
Financial Engines Advisors L.L.C.
Fidelity Brokerage Services LLCBroker
State Registrations1 state
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