James Strugger is a registered investment advisor at Kineo Capital LLC, based in New York, NY, with 24 years of industry experience. James 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 8 clients with $260M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Kineo Capital charges an annual fee based on the value of your portfolio, ranging from 1.0% to 2.5%. For qualified clients, Kineo Capital charges 2% of assets under management along with an 8% performance fee based on capital appreciation. The management fee is paid monthly in advance, while performance fees are paid quarterly in arrears.
Location
11 West 42nd Street, Floor 2, New York, NY, 10036
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Kineo Capital LLC
Previous Registrations
Mkm Partners LLCBroker
Sg Americas Securities, LLCBroker
Susquehanna Financial Group, LllpBroker
Morgan Stanley & CO., IncorporatedBroker
State Registrations2 states
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.