Michelle Durgy is a registered investment advisor at Kcm Investment Advisors, based in Greenbrae, CA, with 11 years of industry experience. Michelle 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.90% |
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
Location
300 Drakes Landing Road, Suite 210, Greenbrae, CA, 94904
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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.
Learn about disclosures →Employment History
Current Registrations
Kcm Investment Advisors
Previous Registrations
Fieldman, Rolapp Financial Services, LLC
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.
Exams
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