Kennedy Investment Group (KIG) provides investment advice and financial planning to individuals, high net worth individuals, and corporations. KIG offers wealth management services, including creating financial plans covering investments, retirement, education, estate, taxes, and insurance. KIG also provides customized investment management, constructing portfolios of mutual funds, ETFs, stocks, and bonds. KIG may recommend independent managers for a portion of a client's portfolio.
Assets Under Management$630M
Clients1,036
Advisors5
Avg. per Client$610K
Avg. per Advisor$130M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $200K | 1.75% |
| $200K - $500K | 1.50% |
| $500K - $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $7.5M | 0.50% |
| $7.5M+ | 0.25% |
Fees may be negotiable at the sole discretion of the Advisor. The Client’s fees will take into consideration the aggregate assets under management with the Advisor.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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