Kamada Investment Management manages investments for high net worth individuals, focusing on stocks and bonds. They create personalized investment plans based on each client's goals, which are documented in an Investment Policy Statement. Kamada Investment Management has the authority to make investment decisions for clients. They may also select other advisors to manage parts of a client's portfolio. Kamada Investment Management does not consider itself a financial planner.
Assets Under Management$10M
Clients8
Advisors1
Avg. per Client$1.3M
Avg. per Advisor$10M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
The annual fee is negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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