Kamson Financial

Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly

Kamson Financial Solutions provides investment advice and consulting services to Cooperatives, Local Governments, Public-Private Partnerships, Membership Based Organizations, Interfaith Organizations, Human Rights Organizations, Professional & Trade Associations and Economic Development Institutions. The firm focuses on promoting sustainable and equitable local economies, with an emphasis on local food systems development. Kamson Financial aims to raise community capital and support local enterprises, especially those historically excluded.

Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.15%
$500K - $2.0M1.00%
$2.0M - $5.0M0.85%
$5.0M - $10.0M0.70%
$10M+0.60%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1 Advisors at this firm

Kamson Financial | TrueAdvisor