KKM Financial LLC offers discretionary and non-discretionary investment management services, model portfolios, and financial consulting to individuals, trusts, estates, and other clients. KKM builds customized asset allocations, bond portfolios, equity selections, and option overlay programs using exchange-traded funds, individual stocks, bonds, and options. KKM tailors its services to individual client goals, risk tolerances, and investment restrictions. In addition to direct portfolio management, KKM delivers model portfolios to third-party platforms and provides consulting services that cover financial, tax, estate, and insurance topics based on client needs.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.50% |
| $1.0M - $5.0M | 0.50% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.50% |
Rates apply to standard equity and asset allocation models. Bond selection standalone is 0.50%. Fees are negotiable for accounts over $10,000,000. Performance fees of up to 15% or 1/10 of profits may apply to qualified clients in certain option strategies.