Kennedy Capital Management

Fee-Only (% of Portfolio)

Kennedy Capital Management (KCM) offers investment management services on a discretionary basis to institutions, investment companies, pooled investment vehicles, and individual clients. KCM primarily invests client funds in domestic equity securities, including common stocks of micro, small, mid, and large capitalization companies. KCM may also invest client funds in foreign equity securities.

Assets Under Management$4.9B
Clients206
Advisors16
Avg. per Client$24M
Avg. per Advisor$310M

Fee Structure

Investment management only (planning not offered)

Kennedy Capital Management's (KCM) investment management fees are based on a percentage of the value of your portfolio. The specific fee schedule varies depending on the investment strategy you choose. These fees are generally calculated and paid quarterly, either in advance or in arrears, as specified in your investment advisory agreement. Advisory fees are negotiable and may be lowered or waived under certain circumstances.

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Location

16 Advisors at this firm

Kennedy Capital Management | TrueAdvisor