Kehlet Capital Management (KCM) offers ongoing portfolio management services tailored to each client's goals, risk tolerance, and time horizon. KCM creates an Investment Policy Statement for each client. KCM primarily invests in a concentrated portfolio of domestic micro-cap stocks, but may use other securities to diversify portfolios. KCM seeks discretionary authority to execute transactions. KCM does not participate in wrap fee programs.
Assets Under Management$3.3M
Clients7
Advisors1
Avg. per Client$470K
Avg. per Advisor$3.3M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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