KMF Investments Management focuses on value investing, selecting assets at a discount to their estimated worth. They aim for long-term capital growth, primarily in U.S. and international stocks and undervalued bonds, but can invest in other asset classes. Investment strategies can be customized based on client preferences and risk tolerance. The firm may negotiate a combination of asset management and performance-based fees for specific clients.
Assets Under Management$93M
Clients21
Advisors4
Avg. per Client$4.4M
Avg. per Advisor$23M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Fees may be negotiable for specific clients. The firm may negotiate a combination of asset management fees and performance fees up to 20% of profits subject to high water marks.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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