Joshua Kennon is a registered investment advisor at Kennon-Green & CO., based in New Albany, OH, with 9 years of industry experience. Joshua operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 92 clients with $150M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Kennon-Green & Co. manages investments for a fee based on a percentage of the assets they manage. The specific percentage varies depending on the investment strategy you choose and the size of your account. Here's a breakdown:
- Value Strategy: 1.25% of your portfolio. Smaller accounts (below $500,000, or below $475,000 due to withdrawals) pay 1.50%.
- High Dividend Strategy: 1.25% on the first $25 million, then 0.75% on the rest.
- Defensive Balanced Strategy: 1.25% of your portfolio. Smaller accounts (below $500,000, or below $475,000 due to withdrawals) pay 1.50%.
- Passive Strategy: Fees range from 0.89% to 0.49% depending on the amount invested.
- Fixed-Income Strategy: Fees range from 0.75% to 0.50% depending on the amount invested, and are negotiable above $25 million.
- Donor-Advised Funds: 1.00% of your portfolio.
- Bespoke Strategy: Fees are negotiated on a case-by-case basis.
Minimum account sizes and annual fees also apply, varying by strategy. The firm may agree to manage accounts for performance-based fees for qualified clients with $5 million or more.
Location
5031 Forest Drive, Suite A, New Albany, OH, 43054-7089
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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.
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Joshua is a manager and member of Forest Drive Properties, LLC, a real estate holding company that owns the commercial building leased to Kennon-Green & Co. His time commitment is minimal, estimated at less than an hour per month, and includes accounting, insurance maintenance, and tax filings.
Employment History
Current Registrations
Kennon-Green & CO.
State Registrations2 states
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