Kenneth Frenke & Co. provides financial planning and portfolio management services to individuals and high net worth individuals. They offer an initial financial overview meeting to review cash flow management, investing, insurance, taxes, and estate planning. If retained, they develop an Investment Policy Statement based on the client's temperament, risk tolerance, needs, and circumstances. They manage investment portfolios on a discretionary basis, primarily using mutual funds and ETFs.
Assets Under Management$180M
Clients243
Advisors2
Avg. per Client$760K
Avg. per Advisor$92M
Fee Structure
Investment management only (planning not offered)
Minimum Annual Fee:$1,250
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.5M | 0.75% |
| $1.5M - $2.5M | 0.50% |
| $2.5M+ | 0.25% |
KF & Co. may make exceptions to the foregoing or negotiate special fee arrangements where KF & Co. deems it appropriate under unique circumstances.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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