Kenny Goldner
Kenny Goldner is a registered investment advisor at Asset Allocation Strategies, LLC, based in South Haven, MI, with 7 years of industry experience. Kenny operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 4,394 clients with $1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AAS charges a percentage of the value of your portfolio annually, billed quarterly. The maximum fee is 2% per year. The specific fee is agreed upon in your investment advisory agreement and may be negotiable. If you cancel your agreement, you'll receive a refund for any unused portion of the fee. Additional deposits during a quarter may be billed on a pro-rata basis. Withdrawals during a billing period do not generally result in a refund unless you terminate the agreement.
Location
256 Center St., South Haven, MI, 49090
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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 ActivitiesSells Insurance
Kenny is an employee of LCK, Inc. since 2016, handling technology and filing, dedicating a few hours per week. He is also an insurance agent for GLP & Associates since 2017, selling life insurance and annuities, which takes about a quarter of his time. Finally, Kenny is an investment advisor representative (IAR) for Asset Allocation Strategies, LLC since 2019, managing advisory accounts, taking about half of his time.
Employment History
Current Registrations
Asset Allocation Strategies, LLC
Glp Investment Services, LLCBroker
State Registrations5 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.