Kennedy Wealth Management is a fee-only registered investment advisor based in Knoxville, Tennessee, founded in 2000. The firm offers comprehensive wealth management, which combines ongoing financial planning and portfolio management, as well as standalone investment management, limited financial planning engagements, and retirement plan advisory services for business owners. Kennedy Wealth Management utilizes fundamental analysis and Modern Portfolio Theory to construct diversified portfolios primarily through passively managed index funds. The firm operates under a legal obligation to act in its clients' best interests.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Annual asset-based fee is 1.00%, assessed quarterly at 0.25%. Wealth management clients have a minimum quarterly fee of $1,000 for ongoing financial planning.