Ken is a Financial Advisor who helps clients manage investments, rebalance their portfolio and determine optimal asset allocation.
- About Ken
- Questions & Answers
We're a boutique investment advisor firm specializing in custom-crafted portfolios of Fidelity mutual funds.
- Masters, Business, Brooklyn College of the City University of New York
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Typical Clients & Fee Structure
People near retirement
Paid exclusively in fixed, flat, hourly, percentage or performance-based fees; does not receive commissions.