Kruse Asset Management (KAM) offers investment advisory services, managing accounts on a discretionary or non-discretionary basis. KAM also offers a wrap fee program. KAM creates investment strategies based on client's needs, risk tolerance, and financial situation. KAM also offers financial planning services, including retirement, college, and tax planning. KAM may refer clients to outside experts for additional services.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.75% |
| $100K - $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5M+ | 0.80% |
Schedule is for predominately (>70%) equity accounts. For predominately (>70%) fixed income accounts: < $100,000: 1.50%; $100,000 - 500,000: 1.25%; $500,000 - $1,000,000: 1.00%; $1,000,000 - $5,000,000: 0.75%; >$5,000,000: 0.50%. Fees may be negotiated but will be limited on the low side by the fixed income schedule and on the high side by the equity schedule. This pricing schedule does not generally apply to Kruse Asset Management’s proprietary quantitative strategies.