KF
KF

Kiah Fowler

1 Year of Experience
Lancaster, PA

Kiah Fowler is a registered investment advisor at Psi Capital Management, based in Lancaster, PA, with 1 years of industry experience. Kiah operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 711 clients with $350M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
9 advisors
Number of Clients
711 clients
Average Client Portfolio
$490K average
Assets Under Management
$348.1M

Fee Structure

Minimum Investment:$100K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $100KIncluded
$100K - $200K1.25%
$200K+1.25%

For accounts below $100,000, PCM charges a negotiated flat fee. PCM's annual fee will not exceed 3.0% of your assets under management. Fees may be negotiable.

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

Location

147 North Shippen Street, Lancaster, PA, 17602

Get directions

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.

Learn about disclosures →
Employment History
Current Registrations
Psi Capital Management
October 2024 - Present · 1 yr 7 mos
State Registrations1 state
PA
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.