Kennondale Capital Management offers investment advice by constructing equity-based portfolios. They manage separately managed accounts using strategies focused on small and large capitalization stocks, as well as concentrated positions. Kennondale tailors its advice to each client's financial situation, goals, and risk tolerance. They primarily invest in U.S. stocks and exchange-traded funds.
Assets Under Management$100M
ClientsN/A
Advisors3
Avg. per ClientN/A
Avg. per Advisor$33M
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $10.0M | 0.80% |
| $10.0M - $25.0M | 0.70% |
| $25M+ | 0.50% |
The Kennondale Small Cap Value, Kennondale Concentrated, and client-specific strategies generally charge 1.00% per year. Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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