Stephen Kenney is a CFA, CFP-designated registered investment advisor at Gray Private Wealth, LLC, based in Canton, MA, with 16 years of industry experience. Stephen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 279 clients with $470M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
The annual fee for investment advisory services will be charged as a percentage of assets under management based on a negotiated rate of up to 1.25%, depending on the size of the assets under management.
Fee Estimator
Location
150 Royall Street, Suite 102, Canton, MA, 02021
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Stephen is the Investment Committee Co-Chair for Cabot Wellington, LLC, a private family investment office. He advises the Board of Directors on investment matters, dedicating minimal time to this role.
Employment History
Current Registrations
Gray Private Wealth, LLC
Previous Registrations
Boston Financial Management LLC
Scs Capital Management LLC
State Registrations2 states
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