Advisor at Krb And Associates, Inc
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Firm
Krb And Associates, Inc
Location
Oklahoma City, OK 73116
Credentials
CFA®, Series 63
Industry experience
23 years
Kenneth Brown is a CFA® charterholder and holds a Series 63 license with 23 years of experience in the financial industry. He has been the sole advisor at KRB and Associates, Inc., an independent investment advisory firm based in Oklahoma City, since 2002. Prior to founding the firm, his background includes extensive banking executive experience. KRB and Associates provides non-discretionary portfolio management and financial advice to a select client base, including individuals, banks, trusts, charitable organizations, and businesses. The firm emphasizes individual account reviews and employs analytical methods such as charting, fundamental, and cyclical analysis, offering a range of investment instruments while clients retain custody and proxy-voting control.
Based on Krb And Associates, Inc
Fixed fee of $1,000 to $5,000 per quarter
$100 to $150 per hour
Fee-only: Fixed fee of $1,000 to $5,000 per quarter; hourly fee of $100 to $150 per hour; AUM fee up to 0.12% per annum, payable quarterly, in arrears
1200 Nw 63 Rd
Oklahoma City, OK 73116
Oklahoma
KRB and Associates, Inc.
2002 - Present (24 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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