Peter Kennedy is a CFA-designated registered investment advisor at Kennedy Investment Counsel LLC, based in Birmingham, MI, with 7 years of industry experience. Peter operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 6 clients with $12M 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 $7.5M | 0.75% |
| $7.5M - $12.5M | 0.60% |
| $12.5M+ | 0.50% |
Fees are generally negotiable.
Fee Estimator
Location
Birmingham, MI
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Kennedy Investment Counsel LLC
State Registrations1 state
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