Kenneth Pope is a registered investment advisor at Peak Investment Solutions, LLC, based in Roseville, CA, with 25 years of industry experience. Kenneth operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 84 clients with $77M 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 $200K | 1.85% |
| $200K - $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $20.0M | 0.40% |
| $20M+ | 0.35% |
Fees may be negotiable. All accounts for members of the client’s family (husband, wife and dependent children) or related businesses may be assessed fees based on the total balance of all accounts.
Fee Estimator
Location
1508 Eureka Road, Suite 180, Roseville, CA, 95661
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Kenneth is a certified public accountant and tax preparer since 2003. This takes about 10-20% of his time, including 20 hours during securities trading hours.
Employment History
Current Registrations
Peak Investment Solutions, LLC
State Registrations2 states
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