Kurfees Capital Management (KCM) provides financial planning and investment management services. KCM creates a financial plan, cash flow forecast, risk evaluation, investment policy statement, and personalized portfolio. KCM uses professionally managed model portfolios from sub-advisors like SEI and Dimensional Fund Advisors, using exchange traded funds and mutual funds. KCM primarily serves individuals nearing or in retirement.
Assets Under Management$8.5M
Clients6
Advisors1
Avg. per Client$1.4M
Avg. per Advisor$8.5M
Fee Structure
Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.72% |
| $1M+ | 0.60% |
Fees are negotiable if unique needs exist. There is also an Altruist Model Platform Fee: Typically, either .12% or .15% annually depending on the model implemented billed monthly.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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