Kenneth Garber is a registered investment advisor at Fund Direct Advisors INC., based in Greensboro, NC, with 27 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, Retirement Planning. Their firm serves 155 clients with $590M 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 | 1.50% |
| $500K - $1.0M | 1.20% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.85% |
| $10M+ | 0.70% |
All fees are subject to negotiation.
Fee Estimator
Location
201 State Street, Greensboro, NC, 27408
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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
Kenneth is Vice President of Client Services at Stanley Benefit Services, Inc., administering pension plans and dedicating about 40% of his time. He is also a Registered Representative for Intercarolina Financial Services, Inc. and an IA Representative for Fund Direct Advisors, Inc., spending about 10% of his time at each.
Employment History
Current Registrations
Fund Direct Advisors INC.
Intercarolina Financial Services, INC.
Intercarolina Financial Services, INC.Broker
Previous Registrations
Fund Direct Advisors INC.
Fund Direct Advisors INC.
Intercarolina Financial Services, INC.
State Registrations3 states
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