Kitsman Investment Management provides asset management services through a wrap fee program. They also offer retirement plan services, including plan design consultation, investment policy development, investment menu development, and ongoing monitoring. Kitsman Investment Management works with individuals, high net worth individuals, trusts, estates, corporate pension and profit-sharing plans, charitable organizations, foundations, endowments, corporations, small businesses and churches.
Assets Under Management$12M
Clients17
Advisors1
Avg. per Client$720K
Avg. per Advisor$12M
Fee Structure
Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $750K | 1.00% |
| $750K+ | 1.00% |
Fee schedule combines both Dividend Growth/Total Return and Custom Models. The higher fee is used when asset ranges overlap.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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