KENNETH E. BOONE WEALTH MANAGEMENT, LLC

Overview

Kenneth E. Boone Wealth Management, LLC is a small, independent Registered Investment Adviser organized as a limited liability company and run by an individual owner. The firm works primarily with individual and family clients and a smaller institutional segment, delivering financial planning, portfolio management for individuals and small businesses, and manager-selection services. It also operates as an insurance broker, which informs some of its client solutions and the product set it recommends. The firm reports that it acts as a capital allocator—advising on or directing client capital rather than running large discretionary strategies—and it offers a mix of fee arrangements: percentage of AUM, hourly charges, fixed fees and commission-based compensation. Kenneth E. Boone Wealth Management does not identify as an active ESG investor and is not registered as a multi-state adviser.

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Investments & Alternatives

Location & Offices