How does the advisor help clients – Key Takeaways:
Kennedy Wealth Management is a highly reputable financial firm that provides expert advice and guidance to its clients. With years of experience in the industry, they have helped numerous individuals and businesses achieve financial success through their comprehensive and personalized services.
Facts and Insights
Kennedy Wealth Management is a leading financial advisor firm that has been in business for over 15 years. They are located in major cities across the country, making their services widely accessible to clients.
Their team of advisors comprises experienced and knowledgeable professionals who are dedicated to helping clients achieve their financial goals. They understand the complexities of the financial market and use their expertise to provide tailored solutions to meet the unique needs of each client.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $1.5 billion | 10 | Over 15 years |
Financial Services Offered
Kennedy Wealth Management offers a wide range of financial services to cater to the diverse needs of their clients. These services include:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
Client Types
Kennedy Wealth Management works with a variety of clients, including individuals, families, and businesses. They understand that each client has unique financial needs and tailor their services accordingly to ensure the best possible outcomes.
Fees & Compensation
Kennedy Wealth Management follows a transparent fee structure and provides clients with a full breakdown of their fees and compensation. They work on a fee-only basis, which means they do not earn commissions from selling financial products. This ensures their advice is unbiased and in the best interest of their clients.
Their fees are based on a percentage of assets under management, and they offer different fee levels depending on the size of the client’s portfolio. They also offer a complimentary initial consultation to discuss services and fees in detail.
Background
Kennedy Wealth Management was founded by John Kennedy, a highly experienced and reputable financial advisor. With years of experience in the industry, he recognized the need for a comprehensive and personalized approach to financial planning and management.
Today, Kennedy Wealth Management has grown to become a highly successful and trusted firm, known for its exceptional services and client satisfaction.
Financial Advisor Disclosures to Know
As a reputable financial firm, Kennedy Wealth Management follows a strict code of ethics and always acts in the best interest of their clients. They also adhere to all regulatory requirements and make all necessary disclosures to their clients, including any potential conflicts of interest.
It’s essential for clients to be aware of any disclosures made by their financial advisor and to ensure that they are working with a reputable and trustworthy firm like Kennedy Wealth Management.