KM Capital Management provides investment advice, bill pay, bookkeeping, and other financial services to high-net-worth individuals and private funds. Investment advice includes investment strategy, risk assessment, asset allocation, and portfolio construction. The firm also offers assistance with insurance planning and large asset purchases. KM Capital Management may recommend private placements to qualified clients on a non-discretionary basis.
Fee Structure
KM Capital Management's advisory fees typically range from 1% to 1.5% of your portfolio annually, billed quarterly in advance. The fee is based on the market value of your portfolio at the end of the previous quarter. Fees may be negotiable and can be a flat fee or based on a percentage of assets. Clients may also pay fees for custodial services and underlying fund management.