Kisco Capital offers ongoing portfolio management services tailored to each client's goals, risk tolerance, and time horizon. KiscoCap creates an Investment Policy Statement for each client. KiscoCap generally limits its investment advice to mutual funds, fixed income securities, equities, ETFs, treasury inflation protected/inflation linked bonds, commodities and non-U.S. securities. KiscoCap also provides a free market update newsletter to clients and prospective clients a few times monthly.
Assets Under Management$12M
Clients20
Advisors1
Avg. per Client$620K
Avg. per Advisor$12M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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