KENNETH E. BOONE WEALTH MANAGEMENT, LLC

KENNETH E. BOONE WEALTH MANAGEMENT, LLC is an SEC-registered investment adviser in OAKDALE, CA. The firm manages approximately $83 million in assets.

KENNETH E. BOONE WEALTH MANAGEMENT, LLC

KENNETH E. BOONE WEALTH MANAGEMENT, LLC is an SEC-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

Who runs investment decisions at KENNETH E. BOONE WEALTH MANAGEMENT, LLC?

Kenneth E. Boone is the named principal and likely oversees all investment decisions. As a single-advisor RIA, discretion typically rests with the founder. No other investment committee members are publicly named.

What services does the firm offer?

As a registered investment advisor, the firm likely provides financial planning, asset management, and retirement planning to individual clients. Specific service lines are not detailed in available records.

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.

What investment instruments does the firm use?

Based on the RIA model, the firm likely uses publicly traded securities, mutual funds, and ETFs. No information on alternatives, private investments, or direct holdings is publicly available.

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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