Kenneth Thomas
Kenneth Thomas is a registered investment advisor at Success Wealth Management LLC, based in Goodlettsville, TN, with 3 years of industry experience. Kenneth operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management. Their firm serves 772 clients with $97M 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 | 1.50% |
| $250K - $1.0M | 1.25% |
| $1M+ | 1.00% |
The annual fee is negotiable based upon certain criteria. SWM also manages assets held away, charging a negotiable annual fee not to exceed 0.75%.
Fee Estimator
Location
108 Depot St., Suite 1, Goodlettsville, TN, 37072
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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 Southern Capital Solutions LLC, providing advisory services, dedicating full-time hours. He is also a VP/Manager and agent at Charter Financial Group, selling Medicare and Annuities, also dedicating full-time hours, and an insurance agent/VP at American Senior Benefits, spending about half his time on insurance sales and services.
Employment History
Current Registrations
Success Wealth Management LLC
Previous Registrations
Gradient Advisors, LLC
State Registrations1 state
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.