Kenneth Park is a registered investment advisor at Think Wealth, LLC, based in Valencia, 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. Their firm serves 115 clients with $4.5M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees may vary due to particular circumstances of the client or as otherwise negotiated.
Fee Estimator
Location
27018 Monterey Ave, Valencia, CA, 91355
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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
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
Previous Registrations
Mont Blanc Asset, INC.
State Registrations1 state
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