Firm
Kennedy Investment Counsel
Birmingham, Michigan
Fee-only
Kennedy Investment Counsel at a glance
- One of 237 fee-only firms based in Michigan in the Wellspent graph.
- 1 advisor is listed here, who holds the CFA.
- Its Form ADV reports 1 employee and 6 individual clients, 2 of them high net worth.
- Its average account is about $1.9 million (assets it manages divided by its 6 accounts).
Fee-only advisors in Michigan · What fee-only advisors charge in Michigan
Facts
| Based in | Birmingham, Michigan |
|---|---|
| Website | kic317.com |
| Phone | (248) 561-4597 |
Kennedy Investment Counsel fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Asset-based fee | 0.75% a year on the first tier of assets |
|---|---|
| How it charges | Percentage of assets |
In the firm's words
"Our fees start at .75% through $7,500,000 and work down from there." source
"Our fees start at .75% through $7,500,000 and work down from there." source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets |
|---|---|
| Assets managed | $12 million |
| Individual clients | 4 |
| High-net-worth clients | 2 |
| Accounts managed | 6 |
| Employees | 1 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | March 6, 2026 |
| SEC record | CRD 300459 |