KLCM Advisors provides investment management services, offering balanced, equity, and fixed-income portfolios. KLCM tailors asset allocation to each client's needs, considering income, risk tolerance, and liquidity. KLCM manages portfolios as separate accounts and does not invest based on Environmental, Social, and Governance (ESG) criteria. Clients can request restrictions on specific investments.
Assets Under Management$1.5B
Clients623
Advisors5
Avg. per Client$2.3M
Avg. per Advisor$290M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Standard fee is 1.0% per year on equity assets and 0.6% on fixed-income securities managed. Existing clients' actual fees are based on the terms negotiated when those relationships were established. Management fees are negotiable and include fees based on a percentage of assets and fixed fees.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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