Kendrick Group, Inc.

Kendrick Group, Inc., established in 1999, is a financial advisory firm specializing in investment advisory services, tax-efficient investing, retirement planning, protection planning, business planning, and estate planning. The firm is owned and controlled by Eric Kendrick, a Certified Financial Planner (CFP). Kendrick Group offers investment management services tailored to affluent investors, focusing on tax-efficient strategies to achieve financial and philanthropic goals. Financial planning services cover areas such as retirement planning, education planning, risk management, investments, and estate planning. Clients have discretion over implementing financial planning recommendations. The firm also provides tax and administrative services upon client request, potentially charging separate fees for these services. As of December 31, 2021, Kendrick Group has $17,702,807 in discretionary regulatory assets under management. Fees for investment management are based on a tiered structure, ranging from 0.25% to 1.75% annually, depending on factors like account size and activity. Financial planning fees start at $500 and may vary based on complexity. Third-party expenses, such as commissions and fees, may apply. The firm does not charge performance-based fees. Kendrick Group serves individuals, high net worth individuals, and entities, with no minimum account requirements for investment management services. The firm uses various methods of analysis and investment strategies, including long-term purchases, short sales, and option writing. Clients have the option for discretionary or non-discretionary account management. The firm does not vote client proxies and has no disciplinary history.