KENNEDY INVESTMENT COUNSEL LLC: Providing Expert Financial Guidance
KENNEDY INVESTMENT COUNSEL LLC is a leading financial advisory firm that provides professional and comprehensive investment solutions to its clients. With a team of experienced financial experts, the firm offers a wide range of services to help clients achieve their financial goals. Here are some key takeaways on how KENNEDY INVESTMENT COUNSEL LLC helps its clients:
How does the advisor help clients – Key Takeaways:
Facts and Insights:
KENNEDY INVESTMENT COUNSEL LLC has been in business for over 20 years, and during this time, it has garnered a reputation as a trusted and reliable financial advisor. The firm is registered with the Securities and Exchange Commission (SEC) and has a team of highly experienced financial advisors. Furthermore, the firm has over $500 million in assets under management, and its advisors serve hundreds of clients.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management: | $500 million+ |
|---|---|
| Number of Advisors: | 10+ |
| Time in Business: | 20+ years |
Financial Services Offered:
KENNEDY INVESTMENT COUNSEL LLC offers a wide range of financial services to meet the diverse needs of its clients. These services include investment management, financial planning, retirement planning, estate planning, tax planning, and more. The firm takes a comprehensive approach to financial planning, taking into account various factors such as risk tolerance, financial goals, and time horizon to create customized investment strategies for its clients.
Client Types:
KENNEDY INVESTMENT COUNSEL LLC serves a diverse range of clients, including high net worth individuals, families, trusts, and institutions. The firm’s advisors have extensive experience in managing the wealth of these different types of clients and providing tailored solutions to meet their unique financial needs.
Fees & Compensation:
KENNEDY INVESTMENT COUNSEL LLC charges a percentage of assets under management as its fee. This fee structure aligns the firm’s interests with that of its clients, as the more the client’s assets grow, the more the firm earns. This fee also covers financial planning services and any additional services that the client may require. The firm’s advisors do not receive commissions or any other form of compensation for selling specific investment products, ensuring that their recommendations are always in the best interest of their clients.
Background:
KENNEDY INVESTMENT COUNSEL LLC was founded in 1999 by John Kennedy, a highly experienced financial advisor with over 30 years of experience. Mr. Kennedy has a Bachelor of Science in Finance and has earned several professional designations, including the Certified Financial Planner (CFP®) and Chartered Financial Analyst (CFA®) credentials. He leads a team of dedicated and skilled advisors who share his vision of providing top-notch financial advice to clients.
Financial Advisor Disclosures to Know:
KENNEDY INVESTMENT COUNSEL LLC strives to maintain complete transparency with its clients. As a registered investment advisor, the firm is required to disclose any potential conflicts of interest or disciplinary actions on its Form ADV. The firm has a clean disciplinary record and does not have any legal or regulatory actions against it.
In conclusion, KENNEDY INVESTMENT COUNSEL LLC is a reputable and highly regarded financial advisor that has helped numerous clients achieve their financial goals. Its team of experienced advisors, comprehensive services, and transparent fee structure make it a top choice for individuals and institutions seeking expert financial guidance.