Kamichu Wealth Management provides wealth management services, including investment management, to individuals, high net worth individuals, trusts, and estates. Kamichu creates customized investment strategies based on client goals, risk tolerance, and financial situations, primarily using exchange-traded funds and low-cost mutual funds. Kamichu acts as a fiduciary, committed to acting in the client's best interest and mitigating conflicts of interest.
Assets Under Management$260M
Clients20
Advisors1
Avg. per Client$13M
Avg. per Advisor$260M
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Wealth management fees range up to 1.00% annually based on several factors, including: the complexity of the services to be provided, the level of assets to be managed, and the overall relationship with the Advisor. Fees may be negotiable at the sole discretion of the Advisor.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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