Kenan Kurtz is a registered investment advisor at Concorde Financial Resources, based in York, SC, with 3 years of industry experience. Kenan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 235 clients with $210M 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 $1.0M | 1.10% |
| $1.0M - $2.0M | 0.85% |
| $2.0M - $3.0M | 0.75% |
| $3M+ | 0.65% |
Concorde defines a household as any number of people sharing a residence, or members of the same nuclear family regardless of residence.
Fee Estimator
Location
12B N. Congress Street, York, SC, 29745
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Concorde Financial Resources
Westminster Financial Securities, INC.Broker
State Registrations16 states
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