Kellam Insurance and Financial Services (KIFS) provides investment advice and portfolio management to self-employed business owners, individuals, and high-net-worth individuals. KIFS helps clients develop and implement long-term investment strategies using individual stocks, mutual funds, and exchange-traded funds (ETFs). KIFS operates in a legally required best interest capacity to provide unbiased assistance in selecting appropriate investments. The firm's minimum account opening balance is $50,000, or $100,000 for accounts using ETFs, but these minimums may be negotiable.
Assets Under Management$1.3M
Clients5
Advisors1
Avg. per Client$260K
Avg. per Advisor$1.3M
Fee Structure
Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
For Assets Under Management with Morningstar Managed Portfolios, the management fee is a range of 1.40% to 1.70%, depending on portfolio strategy.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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