Theodore Kane is a registered investment advisor at Sound Shore Management INC, based in Greenwich, CT, with 42 years of industry experience. Theodore operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 386 clients with $3.2B 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 $50.0M | 0.60% |
| $50.0M - $100.0M | 0.50% |
| $100M+ | 0.35% |
Eleemosynary account fees are 0.60% of the first $25 million and 0.50% on the balance over $25 million. Fees may be negotiable in certain circumstances.
Fee Estimator
Location
8 Sound Shore Drive, Suite 180, P. O. Box 1810, Greenwich, CT, 06836
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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
Sound Shore Management INC
State Registrations2 states
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