Kevin Kennedy, LLC provides comprehensive financial planning and investment advisory services to individuals, pension plans, and non-profit organizations. The firm helps clients evaluate their overall financial situation, establish goals, and create tailored financial plans covering net worth, cash flow, taxes, retirement, insurance, and estate planning. For investment management, Kevin Kennedy partners with SEI Investment Management Corporation to offer globally diversified portfolios and asset allocation strategies, while also considering outside holdings at institutions like Charles Schwab. The firm operates as a registered investment advisor with a team of Certified Financial Planners, emphasizing personalized strategies and ongoing monitoring.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K - $1.0M | 1.00% |
| $1.0M - $5.0M | 0.80% |
| $5M+ | 0.70% |
Subject to a minimum annual fee of $2,500. Fees are negotiable in limited circumstances based on assets under management and the existing client relationship.