Assets Under Management
$154.5M
Number of Clients
209
Number of Advisors
8
Average Client AUM
$739K
AUM per Advisor
$19.3M
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Kingsbury Capital Investment Advisors (KCIA) provides investment advisory and asset management services to individuals, high-net-worth individuals, trusts, retirement plans, and other entities. Services include investment strategy and portfolio management, with discretionary authority to effect securities transactions.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 2.00% |
| $1.0M - $5.0M | 1.50% |
| $5M+ | 1.25% |
Fees are negotiable.
IL, United States