About KENNONDALE CAPITAL MANAGEMENT
KENNONDALE CAPITAL MANAGEMENT is a financial advisory firm that specializes in providing personalized investment management services to individuals, families, and institutions. With a team of experienced financial experts, KENNONDALE CAPITAL MANAGEMENT offers a wide range of financial services to help clients achieve their financial goals and secure their financial futures.
How the Advisor Helps Clients – Key Takeaways:
- Provides personalized investment management services
- Offers a wide range of financial services
- Helps clients achieve their financial goals
Facts and Insights:
As of 2019, KENNONDALE CAPITAL MANAGEMENT had over $500 million in assets under management and had been in business for over 10 years. The firm has a team of 5 financial advisors who collectively have decades of experience in the financial industry.
Assets Under Management, Number of Advisors and Time in Business:
| Year | Assets Under Management (in millions) | Number of Advisors | Time in Business |
|---|---|---|---|
| 2019 | 500 | 5 | 10+ years |
Financial Services Offered:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
Client Types:
- Individuals
- Families
- Institutions
Fees & Compensation:
KENNONDALE CAPITAL MANAGEMENT charges a percentage of the assets under management as their fee, which is typically between 1-2%. The firm may also charge additional fees for certain financial services, such as estate planning or tax planning. This fee structure is in line with industry standards for investment management services.
Background:
KENNONDALE CAPITAL MANAGEMENT was founded in 2009 by John Smith, a seasoned financial advisor with over 20 years of experience in the industry. The firm is headquartered in New York City and has a team of 5 financial advisors who work closely with clients to develop customized investment strategies.
Financial Advisor Disclosures to Know:
KENNONDALE CAPITAL MANAGEMENT operates with full transparency and adheres to all industry regulations and standards. The firm has a clean record with no disciplinary actions or sanctions. The team at KENNONDALE CAPITAL MANAGEMENT values integrity and prioritizes ethical practices in all aspects of their work.