| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 0.01% |
| $1.0M - $5.0M | 0.01% |
| $5.0M - $10.0M | 0.01% |
| $10.0M - $50.0M | 0.01% |
| $50.0M - $100.0M | 0.01% |
| $100M+ | 0.01% |
Fee schedule is for equities. Fixed income has a different schedule. KMC may impose a minimum quarterly fee of $750 which is negotiable under certain circumstances.
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Learn about disclosures →Kevin is an independent insurance agent since 1999, dedicating a few hours per week to insurance sales. He also serves as a voluntary board member for three non-profit organizations, spending minimal time on each.