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 Alternative Investments, High Net Worth, Investment Management, Socially Responsible Investing. Their firm serves 6,094 clients with $31B 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 $25.0M | 0.70% |
| $25.0M - $50.0M | 0.65% |
| $50.0M - $75.0M | 0.55% |
| $75.0M - $100.0M | 0.50% |
| $100M+ | 0.50% |
Schedule reflects Large Cap Core Equity standard fees. Other asset classes have different fee schedules ranging from 0.25% to 1.00%. Platform program fees range from 0.33% to 0.80% based on account type and household size.
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.
Exams
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