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Paul Kamke

10 Years of Experience
West Nyack, NY

Paul Kamke is a registered investment advisor at Kamke Investment Strategies INC., based in West Nyack, NY, with 10 years of industry experience. Paul operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 35 clients with $80M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
2 advisors
Number of Clients
35 clients
Average Client Portfolio
$2.3M average
Assets Under Management
$80.1M

Fee Structure

Minimum Investment:$200K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $300K1.25%
$300K - $2.0M1.00%
$2.0M - $4.0M0.75%
$4M+0.50%

Fees are negotiable. A separate fee of 0.40% applies to direct purchased fixed income securities.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

2 Crosfield Avenue, Suite 420, West Nyack, NY, 10994

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History

Regulatory History
Clean regulatory record

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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Other Business Activities

Paul is a partner in the CPA firm Kamke & Daley LLP, dedicating nearly full-time hours to it. He also owns Rockland Travel & Cruises, a sole proprietorship, spending minimal time on it.

Employment History
Current Registrations
Kamke Investment Strategies INC.
July 2015 - Present · 10 yrs 10 mos
State Registrations2 states
NYVA
Advisor

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
No exam information available for this advisor.
Paul Kamke - Financial Advisor | TrueAdvisor