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Guy Benstead

Kcm Investment Advisors
31 Years of Experience
Greenbrae, CA
View SEC Summary
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Guy Benstead is a registered investment advisor at Kcm Investment Advisors, based in Greenbrae, CA, with 31 years of industry experience. Guy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, High Net Worth, and 4 more. Their firm serves 1,598 clients with $6B in assets under management.

Kcm Investment Advisors
Compensation
Fee-Only (% of Portfolio)
Firm Size
7 advisors
Number of Clients
1,598 clients
Average Client Portfolio
$3.8M average
Assets Under Management
$6.0B

Fee Structure

Minimum Investment:$1M
Planning is included in investment management
Minimum Annual Fee:$5,000
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any0.90%

Rates vary by asset class: equities, exchange-traded funds, and mutual funds are charged at 0.90%, while cash management and investment-grade fixed income are charged at 0.50%. The firm charges a minimum annual fee of $5,000. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

300 Drakes Landing Road, Suite 210, Greenbrae, CA, 94904

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Guy is a managing member of Cedar Ridge GP, LLC, a private investment partnership, since 2005. He spends a few hours per week on this activity.

Employment History
Current Registrations
Kcm Investment Advisors
February 2021 - Present · 5 yrs 8 mos
Previous Registrations
Shelton Capital Management
February 2019 - January 2021 · 1 yr 11 mos
Rfs PartnersBroker
February 2019 - January 2021 · 1 yr 11 mos
Cedar Ridge Partners, LLC
December 2016 - February 2019 · 2 yrs 2 mos
Imst Distributors, LLCBroker
April 2016 - February 2019 · 2 yrs 10 mos
Bear, Stearns & CO. INC.Broker
March 1991 - April 2005 · 14 yrs 1 mo
Gruntal & CO. IncorporatedBroker
May 1990 - March 1991 · 10 mos
Drexel Burnham Lambert Government Securities INC.Broker
July 1987 - March 1990 · 2 yrs 8 mos
Drexel Burnham Lambert IncorporatedBroker
August 1983 - March 1990 · 6 yrs 7 mos
State Registrations1 state
CA
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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