Kenneth Ackerman
Kenneth Ackerman is a registered investment advisor at Hammond Asset Management LLC, based in Sarasota, FL, with 11 years of industry experience. Kenneth operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, High Net Worth, Retirement Planning, and 1 more. Their firm serves 37 clients with $11M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Hammond Asset Management does not directly manage investments. Instead, they help you select a third-party investment advisor. Hammond's fee for this service ranges from 1% to 2% of the assets managed by the third-party advisor. This fee is negotiable based on the size of your accounts and is collected by the third-party advisor.
Location
1990 Main Street, Suite 750, Sarasota, FL, 34236
Get directionsHistory
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 a licensed insurance agent selling life, health, and annuity products since 2015. This insurance business takes about 10-20% of his time and is part of the overall financial planning for his investment advisory clients.
Employment History
Current Registrations
Hammond Asset Management LLC
Previous Registrations
Portsmouth - Smartlife Financial Group, LLC
Trac Asset Management LLC
Turner Financial Group, INC.
Eqis Capital Management
Fisher Investments,inc.
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.