Derek Kennedy
Derek Kennedy is a CFP-designated registered investment advisor at Kennedy Wealth Management, based in Knoxville, TN, with 25 years of industry experience. Derek operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 24 clients with $24M 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 | 1.00% |
Annual asset-based fee is 1.00%, assessed quarterly at 0.25%. Wealth management clients have a minimum quarterly fee of $1,000 for ongoing financial planning.
Fee Estimator
Location
200 Prosperity Drive, Knoxville, TN, 37923
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Regulatory History (1)
Regulatory
September 2024Employment History
Current Registrations
Kennedy Wealth Management
Previous Registrations
Donaldson, Lufkin & Jenrette Securities CorporationBroker
State Registrations1 state
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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