Kennedy Wealth Management is a fee-only firm offering financial planning and investment management. Financial planning covers cash flow, retirement, education, risk management, tax, and estate strategies. Investment management includes developing an investment policy statement and quarterly reviews. Wealth management combines financial planning and investment management to maximize long-term wealth accumulation. Kennedy Wealth Management also offers retirement plan advisory services to business owners.
Assets Under Management$21M
Clients24
Advisors1
Avg. per Client$870K
Avg. per Advisor$21M
Fee Structure
Minimum Investment:$2M
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...