Kent Markle is a registered investment advisor at Bill Few Associates, INC., based in Sewickley, PA, with 37 years of industry experience. Kent operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 2,904 clients with $2.6B 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 $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $1.5M | 0.75% |
| $1.5M+ | 0.50% |
Fees may be negotiable on a client-by-client basis. Discounts may be offered to family members and friends of associated persons of the firm.
Fee Estimator
Location
2100 Georgetown Drive, Suite 601, Sewickley, PA, 15143
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 Activities
Kent works as an independent contractor and display firework operator for Little Big Shots LLC, Kellner Fireworks, Inc., and Pirho Techniques, LLC. He dedicates minimal time to each of these non-investment related businesses.
Employment History
Current Registrations
Bill Few Associates, INC.
Previous Registrations
Bill Few Associates, INC
Bill Few Securities, INC.Broker
Natcity Insurance Services, INC.Broker
Liberty Securities CorporationBroker
Independent Financial Securities, INC.Broker
Natcity Investments, INC.Broker
Lincoln Financial Advisors CorporationBroker
The Lincoln National Life Insurance CompanyBroker
Olde Discount CorporationBroker
Wheat, First Securities, INC.Broker
Lehman Brothers INC.Broker
Hibbard Brown & CO., INC.Broker
F.N. Wolf & CO., INC.Broker
State Registrations2 states
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.