Kenney Wealth Planning & Management offers ongoing portfolio management and financial planning services. Investment strategies are tailored to each client's goals, risk tolerance, and time horizon. Financial planning covers investment planning, insurance, tax, retirement, college, and debt/credit planning. Kenney Wealth acts as a legal fiduciary, putting client interests first.
Assets Under Management$2.2M
Clients9
Advisors1
Avg. per Client$240K
Avg. per Advisor$2.2M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.50% |
| $5M+ | 0.25% |
Investment accounts managed for Tax Loss Harvesting / Direct Indexing managed at +0.4%. 0% Management fee on cash holdings and reserves accounts. Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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