Kenneth
Price

Per Stirling Capital Management, LLC

CRD#2796549
Investment Advisor
in Austin, TX

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About this Advisor

Kenneth Price is a financial advisor based in Austin, Texas, working with Per Stirling Capital Management, LLC. Kenneth has previously held positions at Austin Asset Management Co, University Of Texas, and Per Stirling Capital Management. Kenneth has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Texas. Currently, Kenneth is part of Per Stirling Capital Management, LLC, which operates out of Austin, Texas. The firm has 2 offices and 29 employees. The firm manages assets totaling $1.2 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and selection of other advisers. The fee structure at Per Stirling Capital Management, LLC includes asset-based, hourly, fixed, and other fees.

Certifications and Registrations

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™, Chartered Financial Consultant, Chartered Financial Analyst

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

4900 Spicewood Springs Road Suite 300
Austin, TX 78759

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Per Stirling Capital Management, LLC Brokerage Details

Total Assets Under Management

$1,212,435,245

TX Average: $3,042,739,679
Total Number of Employees

29

TX Average: 49
Total Number of Accounts

3,400

TX Average: 2,315
Average Account Size

$356,599

TX Average: $1,314,358

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

Kenneth Price Work History

2015 - Present (9 years)

Per Stirling Capital Management

2001 - Present (23 years)

University Of Texas

2007 - 2015 (8 years)

Austin Asset Management Co

Disclosures

Please visit the SEC profile of Kenneth Price to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Per Stirling Capital Management, LLC

Taylor Peterson
Austin, TX
Alexander Hallum
Austin, TX
Galen Gabourel
Austin, TX
Bradford Borman
Austin, TX
Jocelyn White
Austin, TX
Michael Katrein
Austin, TX
Deanna Williams
Austin, TX
Ryan Joyce
Austin, TX

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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