Kanen Wealth Management is a wealth management firm offering portfolio construction advice, market-responsive investment strategies, alternative investment fund analysis, and manages investment assets for affiliated pooled investment vehicles and a mutual fund. They tailor portfolio management advice to individual client needs, considering financial circumstances and goals. They recommend small-cap equities, common stocks, preferred stocks, and fixed-income securities.
Assets Under Management$340M
Clients251
Advisors3
Avg. per Client$1.4M
Avg. per Advisor$110M
Fee Structure
Minimum Investment:$200K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.5M | 2.00% |
| $2.5M - $5.0M | 1.50% |
| $5.0M - $7.0M | 1.00% |
| $7M+ | 1.00% |
Fees negotiable for accounts over $7,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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