The Keminton Group (TKG) offers ongoing portfolio management services based on individual client goals and risk tolerance. TKG creates an Investment Policy Statement for each client. Financial planning may include investment planning, life insurance, tax concerns, retirement planning, education planning, and debt/credit planning. TKG may direct clients to third-party investment advisors.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:$1M
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $2.0M | 1.13% |
| $2.0M - $3.0M | 1.13% |
| $3.0M - $4.0M | 1.00% |
| $4.0M - $5.0M | 1.00% |
| $5M+ | 0.88% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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