William Kieran is a registered investment advisor at Kevin Kennedy, LLC, based in Rancho Mission Viejo, CA, with 22 years of industry experience. William 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K - $1.0M | 1.00% |
| $1.0M - $5.0M | 0.80% |
| $5M+ | 0.70% |
Subject to a minimum annual fee of $2,500. Fees are negotiable in limited circumstances based on assets under management and the existing client relationship.
Fee Estimator
Location
Rancho Mission Viejo, CA
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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
Kevin Kennedy, LLC
Previous Registrations
Sei Investments Management CORP
Sei Investments Distribution CO.Broker
Curian Clearing, LLCBroker
Curian Capital, LLC
Jackson National Life Distributors LLCBroker
Icon Advisers, INC.
Icon Distributors, INC.Broker
Pershing LLCBroker
Lockwood Advisors INC
AXA Advisors, LLCBroker
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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