KCCS Management Inc. manages investment portfolios for clients based on their individual needs, risk tolerance, and investment time horizon. KCCS makes investment decisions and executes trades on behalf of clients. KCCS's investment policy involves equities, fixed income, and alternative investments. Clients receive written notification of any purchases or sales made for their account, as well as quarterly valuations.
Assets Under Management$33M
Clients12
Advisors1
Avg. per Client$2.8M
Avg. per Advisor$33M
Fee Structure
Minimum Investment:$3M
Investment management only (planning not offered)
KCCS Management Inc. is paid a quarterly fee based on the value of your investments. The annual fee ranges from 0% to 2.0%. This fee is negotiable. The fee is not deducted directly from client accounts but is paid by check or wire transfer.
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