Kenneth Johnson is a CFA-designated registered investment advisor at Investorbloc, based in Charlotte, NC, with 2 years of industry experience. Kenneth operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 2 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
InvestorBloc offers several investment management options:
- Passive Bloc ETF Robo — 0.50% of your portfolio per year, plus a $300 onboarding fee. Minimum investment is $1,000. This is a globally diversified ETF portfolio managed by algorithms.
- Active Bloc - Stock/ETF Hybrid — 0.80% of your portfolio per year, plus a $300 onboarding fee. Minimum investment is $10,000. This includes a portfolio review and balance sheet session per year with an advisor.
- Comprehensive Portfolio Management — Up to 2.00% of your portfolio per year. This includes custom models, separately managed accounts, direct indexing, tax and estate integration, and exclusive research.
Fees are billed monthly based on the value of your account at the end of the previous month.
Location
Charlotte, NC
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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
Investorbloc
Previous Registrations
Robinhood Asset Management
Robinhood Financial, LLCBroker
State Registrations1 state
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