KD
KD

Kenneth Doerr

11 Years of Experience
Woburn, MA

Kenneth Doerr is a registered investment advisor at Auour Investments LLC, based in Woburn, MA, 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 High Net Worth, Investment Management. Their firm serves 369 clients with $340M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
4 advisors
Number of Clients
369 clients
Average Client Portfolio
$924K average
Assets Under Management
$340.9M

Fee Structure

Minimum Investment:$5M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.00%
$1.0M - $5.0M0.75%
$5M+0.50%

For sub-advisory and co-advisory clients, fees charged by outside RIAs are in addition to those charged by Auour, resulting in higher total fees. All fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

400 Tradecenter, Suite 3990, Woburn, MA, 01801

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Auour Investments LLC
January 2015 - Present · 11 yrs 3 mos
Previous Registrations
Keystone Capital Corporation
May 2014 - December 2015 · 1 yr 7 mos
State Registrations1 state
MA
Advisor

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
No exam information available for this advisor.