Benjamin Kennedy is a registered investment advisor at Wilshire-Pennington Group, INC., based in Nichols Hills, OK, with 11 years of industry experience. Benjamin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 2 more. Their firm serves 40 clients with $43M 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 | 1.45% |
| $500K - $1.0M | 1.24% |
| $1.0M - $2.5M | 0.90% |
| $2.5M - $5.0M | 0.75% |
| $5M+ | 0.60% |
Advisory fees may be modified based on the nature of services, complexity of the client's situation, pre-existing relationships, or when additional time and effort are required.
Fee Estimator
Location
1712 Pennington Way, Nichols Hills, OK, 73116
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Regulatory History (3)
Regulatory
April 2019Regulatory
October 2018Regulatory
May 2017Employment History
Current Registrations
Wilshire-Pennington Group, INC.
State Registrations3 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.