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
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5.0M - $10.0M | 0.85% |
| $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
Areas of Practice
Location
1201 Third Ave, #1680, Seattle, WA, 98101