Kenneth Haren is a registered investment advisor at Prudent Investor Advisors, LLC, based in Folsom, CA, with 2 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, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 185 clients with $1.2B 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 $1.0M | 0.95% |
| $1.0M - $5.0M | 0.60% |
| $5M+ | 0.60% |
Fees are negotiable for amounts over $5 million. Payroll deduction, retirement program solutions are offered for under $20 and 0.50% annually per participant. Altruist Financial, LLC custodied accounts incur an additional fixed fee that ranges from $1 to $5 per month.
Fee Estimator
Location
101 Parkshore Drive, Suite 100, Folsom, CA, 95630
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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
Prudent Investor Advisors, LLC
State Registrations1 state
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