KCS Advisors provides continuous investment advice and manages investments based on individual client needs. They develop a suitability snapshot through discussions with clients to create and manage portfolios. KCS tailors portfolios to client's goals and objectives, regularly monitoring for changes. They invest in individual equities, bonds, ETFs, and mutual funds. KCS may recommend option writing or hedging strategies in certain situations. Clients can also receive investment advice on a limited basis, such as asset allocation or portfolio review.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.80% |
| $3M+ | 0.60% |
At KCS’ discretion, accounts of members of the same household may be aggregated for purposes of determining the advisory fee. For fixed income accounts, the annual fee is 0.35% with a $500,000 minimum.