Keaton Capital Management (KCM) provides ongoing portfolio management services tailored to each client's individual goals, objectives, time horizon, and risk tolerance. KCM develops a personal investment policy for each client through discussions to establish goals and objectives. KCM monitors securities and reviews portfolios at least quarterly, rebalancing and reallocating assets as needed. KCM also provides non-discretionary administration services where all trading is conducted pursuant to specific client directions.
Assets Under Management$13M
Clients65
Advisors1
Avg. per Client$200K
Avg. per Advisor$13M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.50% |
| $5M+ | 0.50% |
Fee discounts may be offered to family members.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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