Advisor at KRS Tax & Investments Inc.
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Kenneth Symons is a CFP® professional with over two years of experience at KRS Tax & Investments Inc., an independent firm based in San Jose, CA. He has been with the firm since 2015, serving as its sole advisor. KRS Tax & Investments Inc. provides portfolio management services primarily to individual and high-net-worth clients, focusing on asset allocation, selection, and ongoing monitoring. The firm employs a long-term investment approach guided by customized Investment Policy Statements and utilizes a range of investment vehicles including mutual funds, ETFs, fixed income, real estate funds, annuities, and select international securities.
$1 - $1,000,000: 1.00% $1,000,001+: 0.50%
San Jose, CA
California
KRS Tax & Investments Inc.
2015 - Present (11 years)
KRS Tax & Investments Inc.
2015 - Present (11 years)
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