Kendall Capital Management is an investment advisory firm based in Rockville, Maryland, that manages portfolios and provides comprehensive financial planning services for individuals, families, and business owners. The firm builds customized investment portfolios based on each client's specific goals, time horizons, and comfort with risk, using strategies that include long-term investing, asset allocation, and fundamental analysis. Kendall Capital Management operates on a fee-only basis, meaning they are legally required to act in your best interest and do not earn commissions from selling specific financial products. In addition to managing investments, the firm provides comprehensive financial planning that covers retirement, taxes, cash flow, insurance, estate planning, and debt management. Financial planning is included at no additional cost for clients who meet the minimum investment requirements. Kendall Capital Management requires a minimum investment of $500,000 to open an account, though this amount can sometimes be negotiated.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.65% |
| $10M+ | 0.50% |
Fees are billed quarterly in advance. Account minimums and fees are negotiable under certain circumstances.
