Charles Davis is a registered investment advisor at Kane Investment Management, INC., based in Los Gatos, CA, with 26 years of industry experience. Charles operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 262 clients with $220M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Kane Investment Management charges a quarterly fee based on the value of your investments. The fee decreases as the value of your account increases. The minimum quarterly fee is $100. For example:
- $0 to $50,000: 0.375% per quarter (at least $100)
- $50,000 to $100,000: $188 plus 0.350% per quarter on the amount over $50,000
- $100,000 to $500,000: $363 plus 0.325% per quarter on the amount over $100,000
- $500,000 to $1,000,000: $1,663 plus 0.250% per quarter on the amount over $500,000
- $1,000,000 to $2,500,000: $2,913 plus 0.240% per quarter on the amount over $1,000,000
- $2,500,000 to $5,000,000: $6,513 plus 0.200% per quarter on the amount over $2,500,000
- $5,000,000 and over: $11,513 plus 0.180% per quarter on the amount over $5,000,000
In some cases, Kane Investment Management has performance-based fee arrangements with qualified clients.
Location
15466 Los Gatos Blvd, Suite 213, Los Gatos, CA, 95032
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Kane Investment Management, INC.
State Registrations1 state
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