Whether you're preparing for retirement, navigating financial decisions, or planning your estate, Kendall Capital provides personalized fee-only fiduciary support. We serve individuals and families across the US, offering in-person meetings at our Metro Washington, DC office or convenient online meetings.
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"You got there through hard work and disciplined saving. You don’t think of yourself as rich. You’re often surprised to find you have a million dollars. We call you middle-class millionaires. That's who we serve."
"We employ a goals-based portfolio management process by combining our professionally managed six investment strategies creating a catered portfolio to each of our middle-class millionaire clients. We sincerely enjoy helping and watching our clients reach their financial aspirations through the use of our unique and disciplined investment process."
"We believe clients do better when they view Financial Planning as an on-going experience, not a one-time analysis. Frequent changes in tax and estate laws mean strategies can become less relevant. Plus, as life gets busy, you may need more help to put those plans into action or to have peace of mind that you’re doing the right things for yourself and your family."
Our clients have taken a variety of life paths and have a wide range of experiences. If managing investments is new to you, then Kendall Capital will take the time to educate you on your options so you can feel more confident.
Our clients appreciate the fact that we collaborate with their other professionals, saving them time and money.
Your financial dreams are uniquely shaped by your goals, values and circumstances. Our team takes the time to listen and truly understand your aspirations so we can offer strategies and solutions that make sense to you.
Perhaps you are in middle of your career and wondering how to balance several goals like retirement savings, college planning and a home renovation. You’re looking for an experienced financial planner who considers your needs and your family’s goals to show you options for how to achieve them.
You want to enjoy the freedom of retirement as soon as is realistically possible, but how much do you need? What are the considerations when one partner has a pension and one doesn’t? How much of a difference would it make to work two more years versus five? Kendall Capital can help, even if your investments are mainly in an employer’s retirement savings plan.
You are retired, and now your goal is to enjoy your lifestyle while growing your wealth and managing income taxes. You’ve heard terms like wealth management, Roth conversion and tax planning, but aren’t sure if it’s what you need.
Perhaps you’ve entered a new phase of life, accumulated wealth, and now what? You want to leave a legacy for future generations, but you’re also interested in knowing how to use your wealth to achieve meaningful goals, such as charitable giving, a vacation home, or your grandchild’s 529 college savings plan. Kendall Capital will educate you on your options and make it easy for you to take action. They help coordinate with tax and estate planning advisors, so you can relax and have peace of mind you have a team watching out for you.
You’ve amassed wealth – such as retirement accounts or inheritance – but you don’t have the support you need, nor do you feel like you’re getting the personalized attention you deserve from your current adviser. At Kendall Capital, we are committed to providing you with the same personalized, fee-only fiduciary advice enjoyed by ultra high-net-worth individuals.
The minute you step into the world of Kendall Capital, you feel a warm embrace of professionals who not only know what they are doing, but are eager to help guide you.
DISCLAIMER: Sarah is not a client of Kendall Capital, and no cash or non-cash compensation was provided for this unsolicited feedback.
Our household minimum is $500,000 in Assets Under Management – meaning the combined value of accounts which we manage should be over $500,000. This includes taxable accounts, IRAs, Roth IRAs, 529 plans and even your employer-sponsored retirement plans like 401(k)s and 403(b)s. We generally charge 1% on the first $2,000,000 in assets we manage for clients. The fee decreases on assets between $2- and $5,000,000 and continues to decrease from there. This fee is calculated and billed on a quarterly basis.
Fee-only means that the fee you pay for our financial planning advice, client service and ongoing investment management is our only compensation. We do not receive any form of payment for recommending a particular stock, bond or mutual fund. We also do not sell products to receive commissions. Our fees are easy to understand and printed on every quarterly statement for you to see clearly. The fee is based on the amount of assets you ask us to manage (AUM), and also includes ongoing financial planning advice as your needs evolve. As members of NAPFA (National Association of Personal Financial Advisors), we believe this is the most transparent and objective method available.
Fee-based means that your advisor may charge you a fee based on the assets you ask them to manage (AUM), but they may also receive compensation through their brokerage firms, preferred mutual fund families, and/or insurance companies when recommending an annuity or insurance product.
No. At Kendall Capital, our CERTIFIED FINANCIAL PLANNER™ professionals have decades of experience providing clients with financial plans and have seen that they are more likely to get put into action with our help. They often include techniques that require investment account access in order to ensure they’re constructed properly. We also know that strategies can become more or less important if there are changes in the tax laws or the clients’ goals have changed.
Kendall Capital can help you manage investments in 401(k), 403(b) and other workplace plans. We incorporate your retirement plan investments into a larger strategy with your other assets. As an independent fee-only firm, Kendall Capital has capabilities to look at the full picture from an investment perspective as part of our financial planning service. Many advisors will not help you with these accounts, but we’ve decided to offer it as a service as part of our commitment to working in your best interest.
No, we do not prepare tax returns or draft legal documents, but we do address potential pitfalls or opportunities around these areas of your life. We also recommend our clients to accountants and estate planning attorneys we trust.