Kevin Kennedy, LLC provides financial planning and investment advice. Financial planning covers various aspects of a client's financial situation, including net worth, cash flow, taxes, investments, insurance, and estate planning. Investment advice is primarily offered through SEI Investment Management Corporation's managed account program and asset management program, which utilize mutual funds and separate accounts. Kevin Kennedy, LLC also provides guidance to John Hancock 401(k) plans. They may recommend variable annuity contracts with Nationwide Mutual Insurance Company.
Assets Under ManagementN/A
ClientsN/A
Advisors4
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$500K
Planning is included in investment management
Minimum Annual Fee:$2,500
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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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