Kennedy Wealth & Tax Management offers investment advice and financial planning to individuals and other clients. They manage investments through asset management and comprehensive portfolio management services, which may include individual stocks, bonds, exchange traded funds, mutual funds, and other securities. They also offer financial planning and consulting services covering areas like retirement, estate, tax, and education planning. Kennedy Wealth may use third-party investment advisors to help implement investment portfolios.
Assets Under Management$190M
Clients131
Advisors1
Avg. per Client$1.5M
Avg. per Advisor$190M
Fee Structure
Minimum Investment:$1M
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $20.0M | 0.65% |
| $20M+ | 0.40% |
Schedule shown is for Comprehensive Portfolio Management. Asset Management fees range from 1.30% to 0.20%. Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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