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Frequently Asked Questions

What are your fees?

We charge 1% of investment assets managed by us per year, payable in quarterly or monthly installments.


Do you have an investment minimum?

We find that we’re best able to help clients with at least $300,000 to invest with us.  However, we may make exceptions on a case-by-case basis.

What is your policy on privacy and confidentiality?

Everything we do together is always confidential, unless required by law.  We will never sell your information to anyone.


What are the next steps for working together?

Call us, email us, or go to our website ("Contact Us" page) to schedule a complimentary introduction.

 

Do you use a financial broker / custodian?

Yes, we recommend Interactive Brokers, a qualified custodian with very low transaction fees.

(425) 414-0954

eric@kenneywealth.com

371 NE Gilman Blvd, Suite 160

Issaquah, WA  98027

Important Disclosures: Kenney Investment Management LLC (DBA Kenney Wealth Planning & Management) is a Washington State registered investment adviser.  Information presented is for educational purposes only intended for a broad audience.  The information does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and are not guaranteed.  Kenney Investment Management LLC has reasonable belief that this marketing does not include any false or material misleading statements or omissions of facts regarding services, investment, or client experience. Kenney Investment Management LLC has reasonable belief that the content as a whole will not cause an untrue or misleading implication regarding the adviser’s services, investments, or client experiences.  

Kenney Investment Management LLC is not licensed to sell insurance products.  Kenney Investment Management LLC solely provides advice and recommendations on insurance policies.  You may need to contact an insurance professional to purchase insurance products. 

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©2024 by Kenney Wealth Planning & Management. 

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