Kathryn Kennedy is a CFP-designated registered investment advisor at Cerity Partners LLC, based in Chicago, IL, with 26 years of industry experience. Kathryn 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. Their firm serves 19,810 clients with $120B 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 | 1.50% |
Our comprehensive wealth management service fee is negotiable based on the factors listed herein and generally would not exceed 1.50% per year of assets under advisement.
Fee Estimator
Location
320 S. Canal St., 44th Floor, Chicago, IL, 60606
Get directionsHistory
Regulatory History (3)
Customer Dispute
November 2014Customer Dispute
January 2014Customer Dispute
October 2008Other Business Activities
Kathryn serves as a trustee for the Estate of E. Jane Williams, dedicating about 10-20% of her time to winding up the estate. She also serves as a director for the Chicago Foundation for Women, spending a few hours per week after business hours.
Employment History
Current Registrations
Cerity Partners LLC
Previous Registrations
Barclays Capital INC.
Lehman Brothers INC.
The Ayco Company,l.p.
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.