Lawrence Kennedy
Lawrence Kennedy is a registered investment advisor at Knights of Columbus Asset Advisors LLC, based in Sanford, FL, with 13 years of industry experience. Lawrence operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 4,361 clients with $28B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $50.0M | 0.30% |
| $50M+ | 0.25% |
This fee schedule is for Fixed Income accounts. Separate accounts are generally subject to a $30 million account minimum for fixed income and a $5 million account minimum for equity. Minimum amounts may be waived in the discretion of KoCAA. Equity fees vary by strategy and AUM.
Fee Estimator
Location
Sanford, FL
Get directionsHistory
Regulatory History (2)
Employment Separation After Allegations
April 2012Criminal
August 2008Other Business ActivitiesSells Insurance
Lawrence is a field agent selling life insurance, long term care, disability income, and annuities for Knights of Columbus Insurance since 2014. This non-investment related activity takes about half of his time.
Employment History
Current Registrations
Knights of Columbus Asset Advisors LLC
Previous Registrations
Wachovia Securities, LLC
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.