Advisor at Able Wealth Management Solutions LLC
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Firm
Able Wealth Management Solutions LLC
Location
Ann Arbor, MI 48108
Credentials
Series 63, Series 66
Industry experience
16 years
Kenneth Zehnder is a financial advisor with Able Wealth Management Solutions LLC in Ann Arbor, MI. He holds Series 63 and Series 66 designations and has 15 years of industry experience, including five years at Waddell & Reed, Inc. before joining his current firm in 2019. Able Wealth Management Solutions LLC provides investment advisory and financial planning services to individuals, including high net-worth clients, as well as pension and profit-sharing plans, charitable organizations, and corporations. The firm combines passive and active investment strategies with fundamental, technical, cyclical, and charting analysis, and offers a range of portfolio management and planning options, including a wrap fee program and employee benefit plan consulting.
Based on Able Wealth Management Solutions LLC
Based on Able Wealth Management Solutions LLC
Project-Based Financial Planning fixed fee ranging from $1,000 to $5,000, negotiable
$0 - $300,000: 1.50% $300,001 - $700,000: 1.30% $700,001 - $1,000,000: 1.20% $1,000,001+: 1.00%
Project-Based Financial Planning hourly rate of $400 per hour, negotiable
Comprehensive Financial Planning ongoing monthly fee of $100 to $1,000, negotiable
Fee-only: Comprehensive Financial Planning: $500 upfront plus $100-$1,000 monthly; Project-Based Financial Planning Fixed Fee: $1,000-$5,000 fixed fee; Project-Based Financial Planning Hourly Fee: $400 per hour
3380 Travis Pointe Road, Suite E
Ann Arbor, MI 48108
Florida · Michigan
Able Wealth Management Solutions LLC
2019 - Present (7 years)
Waddell & Reed, Inc
2014 - 2019 (5 years)
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Insurance agent
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Trust company
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Fund sponsor
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Accountant / CPA / tax prep
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Lawyer
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Real estate agent
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Other specialized services
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