Brian Kenney is a CIC-designated registered investment advisor at Kenney Investments INC, based in Northfield, IL, with 4 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 35 clients with $330M 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 | 0.75% |
Fee is 1% for accounts using a buy/write covered call program. Fees are negotiable for larger accounts or accounts with a large holding of one security.
Fee Estimator
Location
One Northfield Plaza, Ste 505, Northfield, IL, 60093
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Kenney Investments INC
Previous Registrations
Kenney Investments INC
Kenney Investments INC
Kenney Investments INC
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.