Kempthorne Analytics offers investment management services to clients, providing investment advice through personal consultations. These services focus on investing in equities (common stocks) in the US. The firm tailors its services to clients' preferences for active versus passive investment strategies.
Assets Under Management$450K
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$450K
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
2% for active investment programs, 1% for less active asset allocation programs.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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