Kevin Kennedy is a CFP-designated registered investment advisor at Kevin Kennedy, LLC, based in Alameda, CA, with 28 years of industry experience. Kevin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K - $1.0M | 1.00% |
| $1.0M - $5.0M | 0.80% |
| $5M+ | 0.70% |
Subject to a minimum annual fee of $2,500. Fees are negotiable in limited circumstances based on assets under management and the existing client relationship.
Fee Estimator
Location
1516 Oak Street, Suite 101, Alameda, CA, 94501
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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
Kevin is a member of the board of directors for Bank of Marin Bancorp since 2013. He dedicates a few hours per week to this investment-related activity.
Employment History
Current Registrations
Kevin Kennedy, LLC
Previous Registrations
Brookstreet Capital Management
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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