Kunath Karren Rinne & Atkin LLC

Assets Under Management

$345.7M

Number of Clients

72

Number of Advisors

3

Avg. Portfolio per Client

$4.8M

Avg. Managed per Advisor

$115.2M

Compensation

Fee-Only (% of Portfolio)Fixed/Hourly

About This Firm

Kunath Karren Rinne & Atkin (KKRA) offers investment management and family office services. Investment management includes managing portfolios for various clients using domestic cash, bond, and stock strategies. Family office services are for clients with at least $25 million managed by KKRA, offering customized services like cash flow management and strategic philanthropy. KKRA aims to build diversified portfolios based on research to provide superior returns.

Fee Structure

Minimum Investment:$1M
Planning is included in investment management
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $5.0M1.00%
$5.0M - $10.0M0.85%
$10M+0.85%

Fees are for Equity and Balanced strategies. Fees are negotiable above $10 million for Equity and Balanced strategies. Fixed Income and Cash Management strategies have different fee schedules. Family Office strategy is 1.25% of assets managed with a minimum of $25 million.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningCharitable GivingHigh Net Worth
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Location

1201 Third Ave, #1680, Seattle, WA, 98101

3 Advisors at this firm