Guy Benstead is a registered investment advisor at Kcm Investment Advisors, based in Greenbrae, CA, with 31 years of industry experience. Guy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 1,694 clients with $5.9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.90% |
Cash Management and Investment Grade Fixed Income are charged at 0.50%. Equities, ADRs, ETFs, ETNs, Open and Closed-End Mutual Funds, Preferred Stock and Hybrid Securities are charged at 0.90%. Fees are negotiable.
Fee Estimator
Location
300 Drakes Landing Road, Suite 210, Greenbrae, CA, 94904
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Guy is a managing member of Cedar Ridge GP, LLC, a private investment partnership, since 2005. He spends a few hours per week on this activity.
Employment History
Current Registrations
Kcm Investment Advisors
Previous Registrations
Shelton Capital Management
Rfs PartnersBroker
Cedar Ridge Partners, LLC
Imst Distributors, LLCBroker
Bear, Stearns & CO. INC.Broker
Gruntal & CO. IncorporatedBroker
Drexel Burnham Lambert Government Securities INC.Broker
Drexel Burnham Lambert IncorporatedBroker
State Registrations1 state
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