Rebecca Kennedy is a CFP-designated registered investment advisor at Impactfolio LLC, based in Denver, CO, with 21 years of industry experience. Rebecca operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 5 more. Their firm serves 127 clients with $290M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
IMPACTfolio charges a fixed annual retainer fee for investment management services. For portfolios under $3,000,000, the fee is $7,500 annually, not exceeding 2% of the portfolio's value. For portfolios over $3,000,000, the annual fee ranges from $7,501 to $50,000, based on the complexity and needs of the client. Fees are directly debited from client accounts quarterly in arrears.
Contact
Rebecca Kennedy
Location
44 Cook Street, Suite 100, Denver, CO, 80206
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Rebecca and her husband own rental properties since 2014, which is not investment-related. She spends a few hours per week managing the properties, finances, leases, and rent collection.
Employment History
Current Registrations
Impactfolio LLC
Previous Registrations
Kennedy Financial Planning
LPL Financial LLC
Mony Securities Corporation
AXA Advisors, LLC
State Registrations2 states
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
Additional Information
She and her husband, Jim, spend much time doting on their two rescue dogs, Hoover and Winston, but try to break away occasionally to travel. Their goal is to safely and conscientiously encounter as much wildlife as possible in its natural habitat.