Assets Under Management
$2.7B
Number of Clients
1
Number of Advisors
9
Average Client AUM
$2.7B
AUM per Advisor
$294.6M
Compensation
Fee-Only (AUM)
Kellogg Asset Management offers investment analysis, security selection, and trade execution for managed portfolios. They provide fixed income and equity management solutions, along with actively managed outside manager investment services like the ASAP program. Strategies include core bond, equity income, and asset allocation models.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5.0M - $15.0M | 0.90% |
| $15.0M - $25.0M | 0.80% |
| $25.0M - $50.0M | 0.70% |
| $50.0M - $100.0M | 0.60% |
| $100.0M - $150.0M | 0.50% |
| $150.0M - $250.0M | 0.40% |
| $250M+ | 0.30% |
Equity Management Services
200 North Adams Street, Green Bay, WI, 54301