Kornitzer Capital Management (KCM) manages investment portfolios for individuals and institutions, using traditional portfolio management techniques. KCM bases investment decisions on internally-generated research. KCM offers separately managed accounts and strategy accounts. KCM also manages the Buffalo Funds, a series of no-load mutual funds. KCM may act as a subadviser to Great Plains Trust Company.
Assets Under Management$6.8B
Clients2,033
Advisors11
Avg. per Client$3.3M
Avg. per Advisor$610M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fee is 0.25% for Municipal and Investment Grade, and 0.10% for US Treasury investments. Fees may vary depending on the type of investment approach being directed, the amount of assets, and the level of client service required. For strategy accounts, the range of fees is 0.80% to 1.20%.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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