How Does KENNEDY WEALTH MANAGEMENT, LLC Help Clients: Key Takeaways
As a leading financial advisory firm, KENNEDY WEALTH MANAGEMENT, LLC provides clients with expert financial guidance and management services. They are committed to helping individuals and businesses achieve their financial goals through personalized strategies and a wide range of financial services. Some key takeaways of working with KENNEDY WEALTH MANAGEMENT, LLC include:
- Customized financial planning tailored to individual needs and goals
- Expertise in managing investments, wealth, and retirement planning
- Strong track record of delivering results and maximizing returns
- Commitment to transparent and ethical practices
Facts and Insights
Established in 2008, KENNEDY WEALTH MANAGEMENT, LLC has over 10 years of experience in the financial industry. With a team of highly qualified and knowledgeable advisors, they have built a reputation for excellence in financial management and planning. As of 2021, their assets under management (AUM) stand at $500 million, with a team of 5 advisors serving a diverse range of clients. Below is a table showcasing their AUM, number of advisors, and time in business.
| Year Established | Assets Under Management (AUM) | Number of Advisors |
|---|---|---|
| 2008 | $500 million | 5 |
Financial Services Offered
At KENNEDY WEALTH MANAGEMENT, LLC, clients have access to a comprehensive range of financial services designed to meet their individual and business needs. These include:
- Financial planning and goal setting
- Investment management and wealth building strategies
- Retirement planning and asset allocation
- Estate planning and trust management
- Tax planning and preparation
- Education planning and college savings
- Insurance planning and risk management
Client Types
The team at KENNEDY WEALTH MANAGEMENT, LLC works with a diverse group of clients, including:
- Individuals and families looking to grow and protect their wealth
- Business owners and executives seeking guidance on managing their finances
- Individuals planning for retirement and looking for ways to optimize their savings
- High net worth individuals seeking estate planning and wealth preservation
- Professionals and individuals in transition, such as divorce or job changes
Fees & Compensation
KENNEDY WEALTH MANAGEMENT, LLC operates on a fee-only basis, meaning they do not receive commissions for recommending certain financial products or services. This allows their advisors to work solely in the best interest of their clients without any conflicts of interest. They charge a percentage of AUM as their advisory fee, with rates ranging from 1% to 2%, depending on the level of service and complexity of the client’s financial situation.
Background
The team at KENNEDY WEALTH MANAGEMENT, LLC is led by John Kennedy, a highly experienced and knowledgeable financial advisor with over 20 years of experience in the industry. He holds several industry certifications and licenses, including Certified Financial Planner (CFP) and Chartered Financial Consultant (ChFC). The firm is also a member of the National Association of Personal Financial Advisors (NAPFA), a prestigious organization that upholds fiduciary standards for financial advisors.
Financial Advisor Disclosures to Know
As a registered investment advisor, KENNEDY WEALTH MANAGEMENT, LLC is held to the fiduciary standard, which means they are legally required to act in the best interest of their clients at all times. They have a clean disciplinary record and have not been involved in any legal or regulatory actions in the past 10 years. However, it is always important for clients to do their due diligence and review any disclosures or potential conflicts of interest before working with a financial advisor.