Klein Asset Management (KAM) offers custom investment portfolio management on a discretionary basis, tailored to each client's objectives. KAM primarily uses exchange-listed, over-the-counter, and municipal securities, employing a tactical allocation strategy to reduce risk and increase performance. KAM will tailor its advisory services to its client’s individual needs based on meetings and conversations with the client.
Assets Under Management$14M
Clients29
Advisors1
Avg. per Client$480K
Avg. per Advisor$14M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 2.50% |
| $100K - $250K | 2.00% |
| $250K - $500K | 1.88% |
| $500K - $750K | 1.75% |
| $750K - $1.0M | 1.63% |
| $1.0M - $2.0M | 1.50% |
| $2.0M - $3.0M | 1.25% |
| $3M+ | 1.00% |
The rate for fixed income portfolios is 0.50%. These fees may be negotiated at the sole discretion of the Advisor.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...