Alternative Capitalis, operating as Kanon Bloch Carré, provides investment management and consulting services. For individuals and families, Kanon Bloch Carré offers personalized investment management and financial planning advice. For retirement plan sponsors, Kanon Bloch Carré assists with investment selection, due diligence, and ongoing review of retirement plan offerings. Kanon Bloch Carré is a fee-only firm and does not sell commissioned products.
Assets Under Management$93M
Clients96
Advisors2
Avg. per Client$970K
Avg. per Advisor$46M
Fee Structure
Minimum Investment:None
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.5M | 1.00% |
| $1.5M - $5.0M | 0.85% |
| $5M+ | 0.50% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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