Kennicott Capital Management uses a holistic approach to determine a financial strategy and investment portfolio for each client. Kennicott Capital utilizes strategic diversification using exchange traded equity securities, index exchange traded funds, mutual funds, fixed income securities, and if applicable, alternative investments including private real estate funds. Asset allocation is a customized process.
Assets Under Management$320M
Clients54
Advisors1
Avg. per Client$6M
Avg. per Advisor$320M
Fee Structure
Minimum Investment:$5M
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees may be negotiable based on account size or client relationship.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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