Kenney Wealth Planning & Management offers ongoing portfolio management and financial planning services tailored to individual goals, risk tolerance, and time horizons. The firm creates personalized investment strategies using fundamental, quantitative, and modern portfolio theory approaches, focusing on long-term growth, tax efficiency, and diversification. Services include asset allocation, security selection, and regular portfolio monitoring on either a discretionary or non-discretionary basis. In addition to managing investments, Kenney Wealth Planning & Management provides guidance on retirement planning, tax concerns, life insurance needs, college savings, and debt management. The firm primarily serves individuals and high-net-worth clients, operating as a registered investment advisor legally obligated to act in your best interest.
Fee Structure
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% |
Tax Loss Harvesting / Direct Indexing accounts add 0.40%. Cash holdings are charged 0%. Fees are negotiable.