King Capital Management (KCM) offers investment advice on various securities. KCM typically has full authority to manage client investments without prior consultation. KCM can also hire a sub-advisor, Dirigo Private Wealth LLC, to assist with managing accounts. KCM tailors its services to each client's Investment Policy. KCM primarily serves individuals and generally seeks clients with at least $1,000,000 to invest.
Assets Under Management$22M
Clients11
Advisors1
Avg. per Client$2M
Avg. per Advisor$22M
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
King Capital Management (KCM) charges a percentage of the assets they manage. The fees are negotiable, and the rates below are a starting point for negotiation. KCM generally charges higher fees to clients who elect to use Dirigo as a sub-advisor.
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Without Sub-Advisor:
- $0 - $499,999: 1.5%
- $500,000 - $999,999: 1.0%
- $1,000,000 - $2,999,999: 0.8%
- $3,000,000 and above: Negotiable
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With Dirigo Sub-Advisor:
- $0 - $499,999: 1.7%
- $500,000 - $999,999: 1.2%
- $1,000,000 - $2,999,999: 1.0%
- $3,000,000 and above: Negotiable
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