Krivacs Capital Management (KCM) offers investment advice and manages investment accounts. KCM bases investment decisions on your individual goals, risk tolerance, and financial needs. KCM invests in stocks, bonds, mutual funds, and exchange-traded funds. KCM focuses on long-term investing and generally prefers clients who are comfortable with low portfolio turnover. KCM may also provide consulting services.
Assets Under Management$17M
Clients10
Advisors1
Avg. per Client$1.7M
Avg. per Advisor$17M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable on a case-by-case basis. Preferential rates may be provided to pre-existing clients of John Krivacs.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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