John Kennedy is a registered investment advisor at Rwa Wealth Partners, based in Boston, MA, with 24 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 6,149 clients with $17B in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
69 advisors
Number of Clients
6,149 clients
Average Client Portfolio
$2.8M average
Assets Under Management
$17.3B
Fee Structure
Minimum Investment:$500K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.60% |
| $10.0M - $25.0M | 0.50% |
| $25M+ | 0.50% |
Fees are negotiable for accounts over $25,000,000. Custom fixed income and cash management fee is 0.20% annually.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
Prudential Tower, 800 Boylston Street, Boston, MA, 02199
Get directionsHistory
Regulatory History (1)
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Regulatory
August 2011Final
Employment History
Current Registrations
Rwa Wealth Partners
February 2012 - Present · 14 yrs 3 mos
Previous Registrations
Adviser Investments
November 2011 - March 2012 · 4 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
June 2008 - February 2009 · 8 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
April 2008 - February 2009 · 10 mos
National Financial Services LLCBroker
April 2007 - March 2008 · 11 mos
Fidelity Brokerage Services LLCBroker
January 2001 - April 2007 · 6 yrs 3 mos
Dean Witter Reynolds INC.Broker
April 2000 - December 2000 · 8 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
September 1998 - April 2000 · 1 yr 7 mos
State Registrations2 states
MATX
Advisor
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
No exam information available for this advisor.