James Kennedy
James Kennedy is a CFP-designated registered investment advisor at Safe Harbor Financial Planning & Investment Advisory, LLC, based in Statesboro, GA, with 16 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 79 clients with $62M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $50K | 1.75% |
| $50K - $200K | 1.50% |
| $200K - $500K | 1.25% |
| $500K - $1000K | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $4.0M | 0.70% |
| $4.0M - $5.0M | 0.60% |
| $5M+ | 0.50% |
Fees may be negotiable depending on factors such as the amount of assets under management, range of investments, and complexity of your financial circumstances. Minimum annual fee of $1,250 may be waived.
Fee Estimator
Location
23 Siebald Street, Statesboro, GA, 30458
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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James is a partner and CPA at Reddick, Riggs, Hunter & Kennedy, P.C. since 1998. He dedicates nearly full-time hours to this role.
Employment History
Current Registrations
Safe Harbor Financial Planning & Investment Advisory, LLC
State Registrations1 state
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