Arden, NC Office
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Kenneth Frenke & Co
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About
Kenneth Frenke & Co. provides fee‑only financial planning and discretionary portfolio management primarily for individual and high‑net‑worth clients, as well as trusts and estates. Engagements typically begin with an initial financial overview and may include ongoing implementation of an Investment Policy Statement tailored to the client's goals.
The firm generally constructs client portfolios using mutual funds and exchange‑traded funds and employs methods such as fundamental analysis, modern portfolio theory, and long‑term purchase strategies. It manages client accounts on a discretionary basis and acknowledges its fiduciary duty when advising on retirement accounts under applicable rules.
Kenneth Frenke & Co. characterizes its services as financial counsel delivered from a Biblical perspective, which it integrates into its planning conversations and recommendations. The firm operates with a small advisory team managing approximately $206.5 million in client assets, is compensated solely by advisory fees (no commissions or performance‑based fees), and discloses no disciplinary history.
Based on Kenneth Frenke & Co
Expertise
Based on Kenneth Frenke & Co
Location
15 Loop Road, Suite 105
Arden NC 28704
Advisors at this office
1
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