Kenneth Robinson is a CFP-designated registered investment advisor at Sax Wealth Advisors, LLC, based in Rocky River, OH, with 20 years of industry experience. Kenneth operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Federal Employees, Financial Planning & Coaching, and 3 more. Their firm serves 1,086 clients with $2.4B 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 $1.5M | 1.00% |
| $1.5M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.60% |
| $5.0M - $7.0M | 0.55% |
| $7M+ | 0.45% |
Fees may be negotiable in certain cases. Certain pre-existing investment management services clients may be on a different fee schedule.
Fee Estimator
Contact
Kenneth Robinson
Location
20525 Center Ridge Road, Suite 501, Rocky River, OH, 44116
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 →Employment History
Current Registrations
Sax Wealth Advisors, LLC
Previous Registrations
Practical Financial Planning, INC.
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.
Exams
Additional Information
"If you want to see a long list of professional credentials and accomplishments," says Ken, "you can find them onour website. But the most important thing to know is this: unlike the huge majority of the finance world, everything we do at Practical Financial Planning is focused on one overriding concern—what's in the best interest of the client?"