KBL Investment Management provides investment portfolio management to individuals and families. KBL Investment Management uses charting analysis, fundamental analysis, technical analysis, valuation analysis and cyclical analysis before selecting a particular security for an individual's portfolio. KBL Investment Management does not trade in options or encourage margin accounts.
Assets Under Management$3M
Clients20
Advisors1
Avg. per Client$150K
Avg. per Advisor$3M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.75% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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