Kendall Capital Management provides investment management and financial planning services to individuals, families, and businesses. They create personalized investment plans based on your goals, risk tolerance, and time horizon. Financial planning covers areas like retirement, taxes, investments, insurance, and estate planning. Kendall Capital manages investments on a discretionary basis, meaning they make trades without asking you first.
Assets Under Management$600M
Clients324
Advisors8
Avg. per Client$1.9M
Avg. per Advisor$76M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management
Minimum Annual Fee:$5,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.65% |
| $10M+ | 0.50% |
Fees may be negotiable. Discounts may be offered to family members and friends of associated persons of the firm.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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