Porter & Kickham offers investment management services, creating a portfolio strategy based on each client's goals, risk tolerance, and financial situation. Clients can grant Porter & Kickham authority to make trades without asking first, or they can choose to be consulted before each trade. Porter & Kickham does not hold client funds; assets are held at an independent custodian.
Assets Under Management$44M
Clients118
Advisors1
Avg. per Client$370K
Avg. per Advisor$44M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.10% |
Fees are negotiable. There is also a $40 annual fee for each account valued at less than $250,000.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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