KCM Investment Advisors is a registered investment advisor based in Greenbrae, California, managing customized portfolios of equities, fixed income, exchange-traded funds, and other securities for individuals, high-net-worth families, pensions, and foundations. Founded in 1996, KCM Investment Advisors builds personalized investment strategies based on each client's goals, time horizon, and risk tolerance, operating on a fully discretionary basis. In addition to managing investments, KCM Investment Advisors provides personal financial planning and wealth discussions covering retirement planning, tax strategies, estate planning, charitable giving, and risk management.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.90% |
Rates vary by asset class: equities, exchange-traded funds, and mutual funds are charged at 0.90%, while cash management and investment-grade fixed income are charged at 0.50%. The firm charges a minimum annual fee of $5,000. Fees are negotiable.