Kennon Financial provides investment advisory services, managing portfolios based on client objectives. Kennon uses a tactical allocation strategy to reduce risk and increase performance, primarily recommending exchange traded funds (ETFs). Kennon tailors its services to individual client needs and can accommodate restrictions on certain securities. Kennon does not provide portfolio management services to wrap fee programs.
Assets Under Management$300M
Clients741
Advisors1
Avg. per Client$400K
Avg. per Advisor$300M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Management fees range up to 1.00% per annum depending on the type and complexity of the investment management strategy employed as well as the size of the account or overall client relationship. These fees may be negotiated.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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