Paul Kamke is a registered investment advisor at Kamke Investment Strategies INC., based in Charlottesville, VA, with 2 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
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $300K | 1.25% |
| $300K - $2.0M | 1.00% |
| $2.0M - $4.0M | 0.75% |
| $4M+ | 0.50% |
Fees are negotiable. A separate fee of 0.40% applies to direct purchased fixed income securities.
Fee Estimator
Location
2119 Berkmar Drive, Suite C, Charlottesville, VA, 22901
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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 →Other Business Activities
Paul is a partner at Kamke & Daley LLP, a CPA firm, since September 2021. He dedicates about three-quarters of his time to this activity, with a few hours per week occurring during securities trading hours.
Employment History
Current Registrations
Kamke Investment Strategies INC.
State Registrations2 states
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