Kilner Capital Advisors (KCA) manages investment portfolios for individuals, retirement plans, trusts, charities, corporations, and small businesses. KCA works with clients to determine their investment goals and risk tolerance, then creates a written investment plan. KCA primarily uses passively managed mutual funds. KCA also offers consulting services on various financial areas including tax planning, retirement planning, and estate planning.
Assets Under Management$300M
Clients227
Advisors2
Avg. per Client$1.3M
Avg. per Advisor$150M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $200K | 1.85% |
| $200K - $500K | 1.25% |
| $500K - $1000K | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $4.0M | 0.70% |
| $4.0M - $5.0M | 0.60% |
| $5M+ | 0.35% |
A tiered fee of 0.50% applies to the first $5,000,000. Fees may be negotiable, and family accounts may be aggregated to determine fee schedule.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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