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KENNETH E. BOONE WEALTH MANAGEMENT, LLC
KENNETH E. BOONE WEALTH MANAGEMENT, LLC is a state-registered investment adviser in OAKDALE, CA. The firm manages approximately $83 million in assets.
Overview
KENNETH E. BOONE WEALTH MANAGEMENT, LLC is a state-registered investment adviser in OAKDALE, CA. The firm manages approximately $83 million in assets. It has 2 employees and 2 investment advisers.
General information
Firm type
RIA
Principals
Kenneth E. Boone
Principal
Frequently asked questions
Is the firm a fiduciary?
As a registered investment advisor, the firm is legally required to act as a fiduciary under the Investment Advisers Act of 1940. This means it must put client interests ahead of its own.
Does the firm have a minimum investment requirement?
Minimum investment requirements are not disclosed. Most RIAs of this size set account minimums between $100,000 and $1 million, but this is unconfirmed for this firm.
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