Kennedy Wealth Management offers personalized financial planning and refers clients to third-party investment managers for investment portfolio advice. Financial planning services include determining financial objectives, identifying financial problems, cash flow management, tax planning, insurance review, education funding, retirement planning, and estate planning. Kennedy Wealth Management does not manage client assets directly.
Fee Structure
Kennedy Wealth Management refers clients to third-party money managers (AssetMark and The Pacific Financial Group). The total annual fee charged to clients will not exceed 2.56% if using AssetMark, or 2.00% if using The Pacific Financial Group. Kennedy Wealth Management receives a portion of this fee as a referral fee.