Assets Under Management
$1.6B
Number of Clients
530
Number of Advisors
4
Average Client AUM
$3.1M
AUM per Advisor
$410.4M
Compensation
Fee-Only (AUM)Fixed/Hourly
Kanawha Capital Management offers investment management services, primarily discretionary asset management using equity, fixed income, and balanced portfolios. They determine client-specific investment needs through regular communication regarding investment circumstances, objectives, time horizon, expectations, and risk tolerance. They do not provide legal, tax, or accounting advice.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees may be negotiable depending on circumstances.
7201 Glen Forest Drive, Suite 200, Richmond, VA, 23226-3759