Karen Smith is a registered investment advisor at Kccs Management INC., based in Weston, CT, with 18 years of industry experience. Karen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 12 clients with $33M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
KCCS Management Inc. is paid a quarterly fee based on the value of your investments. The annual fee ranges from 0% to 2.0%. This fee is negotiable. The fee is not deducted directly from client accounts but is paid by check or wire transfer.
Location
Weston, CT
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Kccs Management INC.
Previous Registrations
Kmh Management INC.
State Registrations1 state
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