Kenneth Ray
Kenneth Ray is a registered investment advisor at Global Steward Advisors, LLC, based in Leola, PA, with 16 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 40 clients with $7.5M 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 $150K | 0.21% |
| $150K - $300K | 0.19% |
| $300K - $500K | 0.16% |
| $500K - $750K | 0.14% |
| $750K - $1000K | 0.12% |
| $1.0M - $1.5M | 0.10% |
| $1.5M+ | 0.10% |
Fees for accounts of $1,500,000 and above are negotiable.
Fee Estimator
Location
210 Riveredge Drive, Leola, PA, 17540
Get directionsHistory
Regulatory History (1)
Regulatory
October 2013Other Business ActivitiesSells Insurance
Kenneth is the manager of EPG Agency, LLC, an insurance agency, spending about half his time in that role. He also manages a marketing brand known as Safe IRA, dedicating a few hours per week to that function.
Employment History
Current Registrations
Global Steward 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.
Exams
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