Assets Under Management
$453.7M
Number of Clients
232
Number of Advisors
N/A
Average Client AUM
$2.0M
AUM per Advisor
N/A
Compensation
Fee-Only (AUM)Fixed/Hourly
KAM offers investment management services, creating portfolios of mutual funds and individual equities. They also provide financial planning services, including retirement, tax, and estate planning. KAM may use third-party managers for fixed income portfolios.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $2.5M | 0.90% |
| $2.5M - $3.5M | 0.80% |
| $3.5M - $6.0M | 0.70% |
| $6M+ | 0.50% |
Fees may be negotiable in certain circumstances.
555 Great Circle Road, Nashville, TN, 37228