Kanu Asset Management, LLC

Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly

kANU Asset Management provides investment management services to institutions and accredited investors, tailoring strategies to their specific needs. Services include investment strategy, asset allocation, and portfolio monitoring. kANU also offers pension consulting services, including financial literacy training, to pension regulators and plan operators. Financial planning is offered on an hourly basis. kANU may direct clients to third-party investment advisors and is compensated via a fee share.

Assets Under Management$12M
Clients107
Advisors2
Avg. per Client$110K
Avg. per Advisor$6M

Fee Structure

Minimum Investment:$1M
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K2.00%
$500K - $1000K1.50%
$1.0M - $2.0M1.00%
$2.0M - $5.0M0.75%
$5M+0.60%

Fees are negotiable depending on client needs and strategy complexity.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

2 Advisors at this firm

Kanu Asset Management, LLC | TrueAdvisor