Keating Investment Counselors (KICI) is a registered investment advisor offering portfolio management and advisory consulting services. KICI tailors investment advice to meet individual client needs and objectives. They offer both discretionary and non-discretionary services. KICI develops a documented investment policy based on client goals, risk tolerance, and time horizon. They manage accounts based on client objectives and tax considerations.
Assets Under Management$380M
Clients157
Advisors2
Avg. per Client$2.4M
Avg. per Advisor$190M
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Minimum Annual Fee:$2,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.5M | 1.25% |
| $1.5M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.75% |
| $5M+ | 0.60% |
Minimum quarterly fee is $500. Account size is negotiable under certain circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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