Kevin Kennedy
Kevin Kennedy is a registered investment advisor at Victrix Investment Advisors, based in Park City, UT, with 12 years of industry experience. Kevin 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 450 clients with $340M 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 $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.5M | 1.00% |
| $2.5M+ | 0.75% |
The annual fee may be negotiable.
Fee Estimator
Location
6300 N. Sagewood Drive, Suite H-396, Park City, UT, 84098
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
Kevin is involved in several outside business activities, including property rental, lighting consulting, tax preparation, and acting. He is also a licensed insurance agent with AFLAC and hosts a radio show, dedicating minimal time to each of these roles.
Employment History
Current Registrations
Victrix Investment Advisors
Previous Registrations
Money Concepts Advisory Service
Money Concepts Capital CORPBroker
Edward Jones
Edward JonesBroker
State Registrations3 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
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