Kennedy Investment Counsel (KICLLC) offers ongoing portfolio management services tailored to each client's goals, objectives, time horizon, and risk tolerance. KICLLC creates an Investment Policy Statement for each client and may request authority to make trades without asking first. KICLLC generally limits its investment advice to mutual funds, fixed income securities, real estate funds, equities, ETFs, and treasury inflation protected/inflation linked bonds.
Assets Under Management$12M
Clients6
Advisors1
Avg. per Client$1.9M
Avg. per Advisor$12M
Fee Structure
Minimum Investment:$3K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $7.5M | 0.75% |
| $7.5M - $12.5M | 0.60% |
| $12.5M+ | 0.50% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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