Michelle Lorraine Durgy

Kcm Investment Advisors

10 Years of Experience

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net Worth

Kcm Investment Advisors

Compensation

Fee-Only (AUM)

Firm Size

7 advisors

Number of Clients

1,694 clients

Average Client Portfolio

$3.5M average

Assets Under Management

$5.9B

Fee Structure

Minimum Investment:$1M

Financial Planning:Included in AUM fee

Minimum Annual Fee:$5,000

Location

300 Drakes Landing Road, Suite 210, Greenbrae, CA, 94904

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History

Regulatory History

Clean regulatory record

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.

Employment History

Current Registrations

Kcm Investment Advisors

September 2017 - Present · 8 yrs 5 mos

Previous Registrations

Fieldman, Rolapp Financial Services, LLC

March 2004 - May 2006 · 2 yrs 2 mos

State Registrations2 states

CATX

Advisor

Exams

No exam information available for this advisor.