Kachkovsky & Fisher, Inc. manages assets for various clients, tailoring investment strategies to their specific needs and goals. They offer a wrap fee program where clients pay a single fee for investment advice and transaction costs. As a fiduciary, they are legally required to act in the client's best interest. They create portfolios with stocks, bonds, ETFs, and other securities, continuously monitoring and rebalancing them as needed.
Assets Under Management$240M
Clients413
Advisors3
Avg. per Client$590K
Avg. per Advisor$81M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.50% |
| $5M+ | 0.25% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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