Advisor at Kenneth Frenke & Co
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Firm
Kenneth Frenke & Co
Location
Arden, NC 28704
Credentials
CFP®, Series 65
Industry experience
18 years
Kenneth Downer is a CFP® with 18 years of industry experience, currently serving at Kenneth Frenke & Co since 2007. He holds the Series 65 license and is based in Arden, NC. Kenneth Frenke & Co. provides fee-only financial planning and discretionary portfolio management to individuals, high-net-worth clients, trusts, and estates. The firm integrates financial counsel from a Biblical perspective and employs methods such as fundamental analysis and modern portfolio theory to develop individualized Investment Policy Statements.
Based on Kenneth Frenke & Co
Financial planning fees range from $1,500 to $5,000 depending on complexity
$0 - $500,000: 1.00% $500,000 - $1,500,000: 0.75% $1,500,000 - $2,500,000: 0.50% $2,500,000+: 0.25%
Minimum fee: $1,250 minimum annual fee for accounts under management, may be waived at discretion Fee-only: Fee-only financial counsel; no commissions or other compensation from securities or insurance sales
15 Loop Road, Suite 105
Arden, NC 28704
Florida · Georgia · North Carolina
Kenneth Frenke & Co.
2007 - Present (19 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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