Kinloch Capital offers independent and unbiased advice, acting as a fiduciary for its clients. The firm provides asset management services, determining investment guidelines and managing portfolios on a discretionary basis. They also offer financial planning services, including assistance for special needs clients and divorce planning. Kinloch Capital uses a combination of value-based long-term buy and hold strategies and technical analysis to make portfolio adjustments.
Assets Under Management$250M
Clients181
Advisors5
Avg. per Client$1.4M
Avg. per Advisor$50M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $750K | 1.50% |
| $750K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.65% |
| $10.0M - $25.0M | 0.50% |
| $25M+ | 0.35% |
Fees are negotiable and could be higher or lower based on the nature of the account and the origin of the client.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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