Amy Friedman is a CFP-designated registered investment advisor at Kevin Kennedy, LLC, based in Simi Valley, CA, with 17 years of industry experience. Amy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K - $1000K | 1.00% |
| $1.0M - $5.0M | 0.80% |
| $5M+ | 0.70% |
Fees may be negotiable in limited circumstances. SEI also charges fees ranging from 0.30% to 1.20% per year, depending on the investment model.
Fee Estimator
Location
Simi Valley, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Amy is the Vice President of Sled Dogs Productions, Inc., an S-Corporation, since 2011, and spends minimal time on bookkeeping, invoicing, and billing. This activity is not investment-related.
Employment History
Current Registrations
Kevin Kennedy, LLC
Previous Registrations
Financial Security Solutions, CORP.
Osaic Wealth, INC.Broker
LPL Financial LLCBroker
Mutual Service CorporationBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.