Joseph Feste is a registered investment advisor at Km Capital Management, LTD., based in Atlanta, GA, with 24 years of industry experience. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 39 clients with $360M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
KM Capital Management's advisory fees typically range from 1% to 1.5% of your portfolio annually, billed quarterly in advance. The fee is based on the market value of your portfolio at the end of the previous quarter. Fees may be negotiable and can be a flat fee or based on a percentage of assets. Clients may also pay fees for custodial services and underlying fund management.
Location
121 Luckie Street, Suite 100, Atlanta, GA, 30303
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Regulatory History
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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Joseph is the sole member of JAF Investments, LLC, which owns percentage ownership in two properties. He dedicates minimal time to this activity, which is not investment-related.
Employment History
Current Registrations
Km Capital Management, LTD.
Previous Registrations
Festecapital Advisors, LTD.
Morgan Stanley
State Registrations1 state
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