Lawrence Kennard
Lawrence Kennard is a CFP-designated registered investment advisor at Stonex Advisors INC., based in Garfield Heights, OH, with 47 years of industry experience. Lawrence is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 9,843 clients with $5.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees are negotiated between the client and financial advisor up to a maximum annualized rate of 2.00% for standard assets and 1.50% for annuity allocations. Subject to a minimum annual fee of $200 or 0.10%, whichever is greater ($300 for Unified Managed Accounts). American Funds F2 platform has a separate tiered schedule of 0.80% and 0.55%.
Fee Estimator
Location
5250 Transportation Blvd, #100, Garfield Heights, OH, 44125
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Regulatory History (1)
Customer Dispute
April 2012Other Business ActivitiesSells Insurance
Lawrence is the owner of Kennard Financial Services, a financial planning and tax preparation business, and the President of L.P. Kennard Agency Inc, an insurance agency. He also volunteers on the finance council for St. Basil Catholic Church and manages the Kennard Family Trust, dedicating minimal time to each.
Employment History
Current Registrations
Stonex Advisors INC.
Stonex Securities INC.Broker
Previous Registrations
Sterne Agee Investment Advisor Services, INC.
Wrp Investments, INC.Broker
State Registrations29 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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