Krozel Capital Management (KCM) offers investment advice and portfolio management on a continuing basis. KCM also provides financial planning and consulting services on an hourly or fixed fee basis. KCM tailors investment advice to meet clients’ needs and investment objectives. KCM provides discretionary investment advisory services to some clients through managed account programs.
Assets Under Management$4.3M
Clients24
Advisors2
Avg. per Client$180K
Avg. per Advisor$2.1M
Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K - $500K | 1.00% |
| $500K - $1.0M | 0.90% |
| $1.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Krozel Capital Management has the sole discretion to negotiate fees that are lower than the standard fee shown or to waive fees.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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