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.
Assets Under Management$350M
Clients72
Advisors3
Avg. per Client$4.8M
Avg. per Advisor$120M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management
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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...