KMC Wealth Management provides investment advice and financial planning services to individuals, high net worth individuals, trusts, estates, corporate pension and profit-sharing plans, and small businesses. KMC offers both discretionary and non-discretionary asset management. Financial planning services include comprehensive financial, estate, business, and educational planning. KMC also sells insurance products.
Assets Under Management$20M
Clients30
Advisors1
Avg. per Client$660K
Avg. per Advisor$20M
Fee Structure
Investment management only (planning not offered)
Minimum Annual Fee:$750
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $5.0M | 1.25% |
| $5.0M - $10.0M | 1.00% |
| $10.0M - $50.0M | 0.75% |
| $50.0M - $100.0M | 0.60% |
| $100M+ | 0.50% |
These rates apply to equities. Fixed income rates are lower. KMC also charges a performance-based fee for advanced asset management accounts, typically comprised of Alternative Investments, Equities and Cash Management Accounts. The performance fee is 25% of the growth in the account, charged on a monthly basis.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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