Richard Kennedy is a registered investment advisor at Demars Financial Group LLC, based in Spokane Valley, WA. Richard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 502 clients with $370M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.00% |
| $1M+ | 0.90% |
Fee schedule applies to accounts directly managed by Demars Financial Group LLC. Fees are negotiable. Different billing frequencies apply depending on the custodian.
Fee Estimator
Location
420 N Evergreen, Ste 300, Spokane Valley, WA, 99216
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Demars Financial Group LLC
State Registrations1 state
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