KCM Investment Advisors offers financial planning and investment advisory services. Financial planning includes investment, retirement, tax, and estate planning. Investment advisory services include creating and managing customized portfolios, re-balancing accounts, executing portfolio transactions, and providing client reports. KCM manages client assets on a discretionary basis, selecting investments based on market data and analytics.
Assets Under Management$5.9B
Clients1,694
Advisors7
Avg. per Client$3.5M
Avg. per Advisor$840M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management
Minimum Annual Fee:$5,000
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
Your Portfolio Value
$500K
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Estimated Annual Fee
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