Kane Company Wealth Management offers investment advice using mutual funds, exchange traded funds, and individual stocks and bonds. They create investment plans tailored to each client's goals. Kane Company Wealth Management also provides financial planning services, including retirement planning, tax planning, estate planning, and insurance planning. They act as a legal fiduciary, meaning they are legally required to act in your best interest.
Assets Under Management$280M
Clients198
Advisors3
Avg. per Client$1.4M
Avg. per Advisor$95M
Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
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% |
Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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