Kendall James Advisors provides portfolio management services on a discretionary basis. The firm gathers information from clients to recommend an initial portfolio, and provides continuous supervision and re-balancing. The firm primarily invests in common stocks with a value investment mentality, and may invest in cash, cash equivalents, or low duration bonds when undervalued securities are not available.
Assets Under Management$24M
Clients7
Advisors1
Avg. per Client$3.4M
Avg. per Advisor$24M
Fee Structure
Investment management only (planning not offered)
Kendall James Advisors charges different fees based on whether you are considered a "qualified client."
For non-qualified clients, the fee is 0.5% per quarter, which equals 2% per year, based on the value of your investments.
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