Kenneth Terpening
Kenneth Terpening is a CFP-designated registered investment advisor at King Wealth Management Group, LLC, based in Saratoga Springs, NY, with 15 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, Insurance Planning, Investment Management, and 2 more. Their firm serves 719 clients with $1.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
King Wealth Management charges a percentage of the assets they manage for investment management services. The annual fee is a maximum of 1.50%, and is negotiable. King Wealth Management may also charge a fixed fee for investment management services, which will be negotiated between King Wealth Management and the client. All accounts are subject to a minimum annual management fee of $500.00, which may be waived.
Location
270 West Circular Street, Suite 1, Saratoga Springs, NY, 12866
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
King Wealth Management Group, LLC
Previous Registrations
The Ayco Company,l.p.
Mercer Allied Company, L.P.Broker
Strategic Advisers, INC.
Fidelity Brokerage Services LLCBroker
Mercer Allied Company, L.P.Broker
MML Investors Services, INC.Broker
State Registrations1 state
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