Top financial advisors in Kettering, OH
We’ve curated a list of the best financial advisors in Kettering, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$128,146,285
Number of advisors
4 advisors
| $128,146,285 | 4 advisors |
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Kettering, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Kettering. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
M.k. Brown Wealth Advisory
M.K. Brown Wealth Advisory is a fee-based registered investment adviser founded in 1983 and based in Oakwood, OH. The firm offers a full range of planning and investment advisory services, with Elizabeth Brown Kussman as the sole owner. They provide the Ambassador Program, a wrap fee investment advisory account managed on a discretionary basis, offering services such as buying, selling, or trading various securities. The minimum investment to open an Ambassador account is $25,000, with annual asset-based fees ranging from 1.25% to 2.25%. Clients can grant discretionary authority to manage their accounts, allowing the firm to make investment decisions without prior approval. M.K. Brown Wealth Advisory primarily advises on equity securities, mutual fund shares, and ETFs, tailoring investment strategies based on individual client needs and risk tolerance. The firm does not accept performance-based fees or engage in side-by-side management. Clients receive regular account statements and performance reports, with ongoing account reviews conducted at least annually. The firm does not vote proxies on behalf of clients and does not have any disciplinary information to disclose. M.K. Brown Wealth Advisory does not have custody of client funds and securities, and clients can authorize third-party wire transfers through a Standing Letter of Authorization. The firm does not participate in class action lawsuits and provides recommendations on IRA rollovers, highlighting the potential benefits and considerations for clients.
$128,146,285 under management
4 advisors
Fee structure
A percentage of assets under your management
THIRD PARTY ADVISORY FEES
Services offered
Portfolio Management For Individuals And/or Small BusinessesPortfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)Selection Of Other Advisers
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Kettering, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Kettering. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
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