Steven Kane is a CFP, PFS-designated registered investment advisor at Kane Company Wealth Management, INC., based in Johnston, IA, with 27 years of industry experience. Steven operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 6 more. Their firm serves 198 clients with $280M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $200K | 1.20% |
| $200K - $500K | 0.80% |
| $500K - $2.0M | 0.60% |
| $2.0M - $5.0M | 0.50% |
| $5.0M - $10.0M | 0.40% |
| $10.0M - $20.0M | 0.35% |
| $20M+ | 0.30% |
Rates apply to stand-alone investment advisory services. The firm also offers a wealth management service billed as a flat $4,000 plus 0.6% on the first $4,000,000 of net worth and 0.4% on amounts above $4,000,000, which includes financial planning and tax preparation.
Fee Estimator
Contact
Steven Kane
Location
8831 Thomas Avenue, Suite 200, Johnston, IA, 50131-8005
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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
Kane Company Wealth Management, INC.
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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