Kane Investment Management provides investment services, including investment account management, for individuals, families, corporate pension, and profit-sharing plans. They manage equity securities, investment company securities, and U.S. Government securities. Client advisory services are tailored to each client's needs and objectives. Upon request, Kane Investment Management will provide financial plans for no additional charge.
Assets Under Management$220M
Clients262
Advisors6
Avg. per Client$840K
Avg. per Advisor$37M
Fee Structure
Minimum Investment:None
Planning is included in investment management
Minimum Annual Fee:$400
Kane Investment Management charges a quarterly fee based on the value of your investments. The fee decreases as the value of your account increases. The minimum quarterly fee is $100. For example:
- $0 to $50,000: 0.375% per quarter (at least $100)
- $50,000 to $100,000: $188 plus 0.350% per quarter on the amount over $50,000
- $100,000 to $500,000: $363 plus 0.325% per quarter on the amount over $100,000
- $500,000 to $1,000,000: $1,663 plus 0.250% per quarter on the amount over $500,000
- $1,000,000 to $2,500,000: $2,913 plus 0.240% per quarter on the amount over $1,000,000
- $2,500,000 to $5,000,000: $6,513 plus 0.200% per quarter on the amount over $2,500,000
- $5,000,000 and over: $11,513 plus 0.180% per quarter on the amount over $5,000,000
In some cases, Kane Investment Management has performance-based fee arrangements with qualified clients.
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