Donald Jesberg is a registered investment advisor at Kcm Investment Advisors, based in Greenbrae, CA, with 8 years of industry experience. Donald 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
Donald is the CFO of EJ Interior Design, a partner in Flat Tops Properties LLC and Flat Tops Ranch Supply LLC, and a board member of The Belvedere Cove Foundation. These activities require minimal time commitment.
Employment History
Current Registrations
Kcm Investment Advisors
State Registrations2 states
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