Craig Kennedy
Craig Kennedy is a registered investment advisor at Martin Wealth Management, LLC, based in Irvine, CA, with 19 years of industry experience. Craig operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.99% |
| $500K - $3.0M | 0.99% |
| $3.0M - $4.0M | 0.75% |
| $4M+ | 0.50% |
Fees are negotiable. Martin Wealth Management directs clients to Matson Money for investment management.
Fee Estimator
Location
30 Executive Park, Suite 250, Irvine, CA, 92614
Get directionsHistory
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 →Other Business ActivitiesSells Insurance
Craig is a general partner at Seacliff Financial & Insurance Services Inc., an insurance business. This is a full-time commitment and occurs during trading hours.
Employment History
Current Registrations
Martin Wealth Management, LLC
Previous Registrations
Planmember Securities Corporation
Citigroup Global Markets 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.