Kamke Investment Strategies (KIS) offers continuous investment advice and manages investments based on clients' individual needs. KIS develops a personal investment policy and manages a portfolio based on that policy. KIS manages accounts on a discretionary basis only, guided by the client's objectives. KIS may recommend trading, short sales, or margin transactions when appropriate for the client's risk tolerance.
Assets Under Management$80M
Clients35
Advisors2
Avg. per Client$2.3M
Avg. per Advisor$40M
Fee Structure
Minimum Investment:$200K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $300K | 1.25% |
| $300K - $2.0M | 1.00% |
| $2.0M - $4.0M | 0.75% |
| $4M+ | 0.50% |
Fees are negotiable. A separate fee of 0.40% applies to direct purchased fixed income securities.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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