Kelmar Capital Management offers personalized investment advice and manages portfolios for high-net-worth individuals and family groups. The firm focuses on mid- to large-cap equities for growth and uses fixed-income products for income and stability. Options are sold to supplement income. Client portfolios are customized based on individual needs and tax situations. Kelmar Capital does not participate in wrap fee programs.
Assets Under Management$410M
Clients7
Advisors1
Avg. per Client$59M
Avg. per Advisor$410M
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Minimum Annual Fee:$10,000
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees can be negotiable depending on portfolio size and asset mix. Minimum annual fee of $10,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...