Ketwich Capital manages investment portfolios based on individual client needs and goals. They also offer comprehensive financial planning, which involves ongoing access to a planner to design, monitor, and update a client's financial plan. Additionally, they provide financial planning services on topics such as retirement, risk management, college savings, and estate planning.
Assets Under Management$27M
Clients21
Advisors1
Avg. per Client$1.3M
Avg. per Advisor$27M
www.ketwichcapital.com ·www.linkedin.com/in/benjamin-schmid-9037b6105 ·www.linkedin.com/company/ketwich-capital-llc?tr...
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.65% |
| $5.0M - $10.0M | 0.55% |
| $10M+ | 0.50% |
Fees are negotiable. Legacy investment management clients under prior billing structures are grandfathered in.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...