KG Capital Management provides portfolio management based on individual client goals and risk tolerance. They offer both discretionary and non-discretionary management. KG also offers financial planning services covering investment planning, insurance, tax concerns, retirement, college, and debt/credit planning. KG may direct clients to third-party money managers.
Assets Under Management$200M
Clients438
Advisors9
Avg. per Client$460K
Avg. per Advisor$22M
www.linkedin.com/in/sikorabatonrouge ·www.linkedin.com/in/andrew-grezaffi-2726a514b ·www.kgcapitalmanagement.com
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.50% |
| $2.0M - $4.0M | 1.25% |
| $4M+ | 0.75% |
Fees are negotiable depending on the client's needs and complexity of the situation.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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