Peter Kimmelman Asset Management (PKAM) offers investment advice and management to individuals, families, and institutions. PKAM creates customized portfolios based on each client's specific needs, including their risk tolerance, investment goals, and time horizon. PKAM specializes in alternative investments like hedge funds, private equity, and funds of funds.
Assets Under Management$470M
Clients55
AdvisorsN/A
Avg. per Client$8.6M
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are negotiable and vary by client and amount of service required.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
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