KP
KP

Kenneth Park

1 Year of Experience
Los Angeles, CA

Kenneth Park is a registered investment advisor at Think Wealth, LLC, based in Los Angeles, CA, with 1 years of industry experience. Kenneth operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 110 clients with $4.9M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
3 advisors
Number of Clients
110 clients
Average Client Portfolio
$44K average
Assets Under Management
$4.8M

Fee Structure

Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.50%

Standard management fee is 1.50% annually, billed quarterly in arrears. Fees may be negotiated or varied based on particular circumstances.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Los Angeles, CA

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Kenneth is a managing partner at Think Wealth Asset LLC, a real estate property investment and management company, since July 2023. He dedicates a few hours per week to the operation and management of the company.

Employment History
Current Registrations
Think Wealth, LLC
May 2024 - Present · 2 yrs 5 mos
Previous Registrations
Mont Blanc Asset, INC.
May 2024 - May 2024 · 0 mos
State Registrations1 state
CA
Advisor

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
No exam information available for this advisor.
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