Kenneth Dean & Co Financial Advisory Services provides investment advice and financial planning. They offer non-discretionary asset management, meaning they need your approval before making trades. They also provide services to retirement plans and create financial plans covering various aspects like retirement, taxes, and estate planning. Kenneth Dean & Co also offers mortgage financing and real estate brokerage services.
Fee Structure
Kenneth Dean & Co offers investment management services for an annual fee that will not exceed 2% of the value of your portfolio. This fee is negotiable and is billed monthly. You can cancel your agreement within the first five business days without penalty. After that, either you or Kenneth Dean & Co can cancel with written notice.