Kenney Investments manages investment portfolios for high-net-worth individuals, charitable foundations, corporations, and retirement plans. They are long-term investors who tailor each portfolio to the client's needs and objectives. They also provide advice on retirement planning and related financial matters like gifts and mortgage strategies.
Assets Under Management$330M
Clients35
Advisors2
Avg. per Client$9.5M
Avg. per Advisor$170M
Fee Structure
Minimum Investment:$1.3M
Investment management only (planning not offered)
Minimum Annual Fee:$10,000
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.75% |
Fee is 1% for accounts using a buy/write covered call program. Fees are negotiable for larger accounts or accounts with a large holding of one security.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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