Overview
- Headquarters
- Arden, NC
- Total Firm Assets
- $207 million
- Average High-Net-Worth Client Portfolio Size
- $2.2 million
Fee Disclosure
Source: KENNETH FRENKE BROCHURE (2025-10-24)
· View brochure text
Latest filing: KENNETH FRENKE BROCHURE (2026-03-24)
· View brochure text
| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | $500,000 | 1.00% |
| $500,001 | $1,500,000 | 0.75% |
| $1,500,001 | $2,500,000 | 0.50% |
| $2,500,001 | and above | 0.25% |
Stated Minimum Annual Fee: $1,250
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | $8,750 | 0.88% |
| $5 million | $23,750 | 0.48% |
| $10 million | $36,250 | 0.36% |
| $50 million | $136,250 | 0.27% |
| $100 million | $261,250 | 0.26% |
Actual fees may vary; other investment costs may apply.
Clients
- High-Net-Worth Share of Firm Assets
- 61.58%
- Number of High-Net-Worth Clients
- 58
- Total Client Accounts
- 734
- Discretionary Accounts
- 734
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Regulatory Filings
- SEC CRD Number
- 109352
- KENNETH FRENKE BROCHURE (2026-03-24) · View brochure text
- KENNETH FRENKE BROCHURE (2025-10-24) (fee schedule source) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗