Kempner Capital Management, INC.
Assets Under Management
$218.3M
Number of Clients
29
Number of Advisors
1
Avg. Portfolio per Client
$7.5M
Avg. Managed per Advisor
$218.3M
Compensation
Fee-Only (% of Portfolio)
About This Firm
Kempner Capital Management (KCM) manages investment portfolios for individuals, trusts, and other entities. KCM primarily manages equity portfolios using a value management style, but also provides fixed income advice. KCM makes investment decisions with discretion, meaning they don't need to ask for permission before making trades. Clients can request restrictions on specific securities.
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 0.75% |
| $5.0M - $25.0M | 0.50% |
| $25M+ | 0.40% |
Fees are negotiable. Fixed income accounts are charged 0.35% annually.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Areas of Practice
Investment Management
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Location
2201 Market Street, 12th Floor, Galveston, TX, 77550