Catherine Kennedy
Catherine Kennedy is a CFP-designated registered investment advisor at Birch Hill Investment Advisors LLC, based in Boston, MA, with 14 years of industry experience. Catherine operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, Investment Management, and 1 more. Their firm serves 195 clients with $2.9B 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 $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Minimum annual fee of up to $20,000. Birch Hill may, at its discretion, charge a lesser fee than the stated minimum or reduce its standard investment management fee.
Fee Estimator
Location
One International Place, Suite 770, Boston, MA, 02110
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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
Birch Hill Investment Advisors LLC
Previous Registrations
Seaward Management
State Registrations1 state
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