Kennan Startzell
Kennan Startzell is a CFP-designated registered investment advisor at Stablepoint Partners, LLC, based in Braintree, MA, with 8 years of industry experience. Kennan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Insurance Planning, Investment Management, Retirement Planning. Their firm serves 481 clients with $800M 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 | 1.50% |
| $1.0M - $2.0M | 1.25% |
| $2.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.75% |
Fees may be negotiable for accounts over $10,000,000.
Fee Estimator
Location
45 Braintree Hill Park, Suite #402, Braintree, MA, 02184
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
Kennan is a licensed insurance agent, focusing on insurance sales and implementation of insurance recommendations. This activity takes about 10% of his time.
Employment History
Current Registrations
Stablepoint Partners, LLC
Previous Registrations
Morgan Stanley
Morgan StanleyBroker
State Registrations1 state
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