Troy Kennedy is a registered investment advisor at Iti Financial Management, based in Springfield, MO, with 16 years of industry experience. Troy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 109 clients with $96M 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 $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.75% |
Fees are negotiable.
Fee Estimator
Location
4650 S. National Ave, Suite A-1, Springfield, MO, 65810
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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 →Other Business Activities
Troy is an investment adviser representative with SignalPoint Asset Management LLC, offering advice and products to clients. Clients are not required to utilize Troy's services in his outside capacity.
Employment History
Current Registrations
Iti Financial Management
Previous Registrations
Signalpoint Asset Management 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.