Kline Capital Management (KCM) offers financial planning, hourly consulting, and wealth management services, which include ongoing financial planning and investment management. KCM works with clients to understand their goals and create customized investment plans. KCM does not have a minimum account size.
Assets Under Management$25M
Clients33
Advisors1
Avg. per Client$770K
Avg. per Advisor$25M
Fee Structure
Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $2.5M | 1.25% |
| $2.5M - $5.0M | 1.00% |
| $5M+ | 0.80% |
Fees may be negotiable. The client may also utilize our Wealth Management services under a retainer fee arrangement. The client will be charged an annual Retainer Fee that is agreed to by both parties.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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