Kane Company Wealth Management offers two primary service options: comprehensive wealth management and stand-alone investment advisory services. Wealth management includes full-service financial planning, retirement planning, income tax preparation and planning, cash flow analysis, estate planning, and investment management, billed through an annual retainer fee based on total household net worth excluding primary homes, businesses, personal property, and 529 plans. Stand-alone investment advisory services focus purely on portfolio management using a tiered fee structure based on the value of assets under management, with tax planning and preparation available separately for an additional cost. Kane Company Wealth Management emphasizes long-term investing, using low-cost passive mutual funds and exchange-traded funds, and acts as a legal fiduciary bound to put client interests first.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $200K | 1.20% |
| $200K - $500K | 0.80% |
| $500K - $2.0M | 0.60% |
| $2.0M - $5.0M | 0.50% |
| $5.0M - $10.0M | 0.40% |
| $10.0M - $20.0M | 0.35% |
| $20M+ | 0.30% |
Rates apply to stand-alone investment advisory services. The firm also offers a wealth management service billed as a flat $4,000 plus 0.6% on the first $4,000,000 of net worth and 0.4% on amounts above $4,000,000, which includes financial planning and tax preparation.