Kathmere Capital Management provides investment management and financial planning services to individuals and institutions. Kathmere Capital works with clients to understand their financial situation, investment objectives, and risk tolerance. The firm recommends and allocates client assets to model portfolios. Kathmere Capital also offers financial planning and consulting services on a stand-alone basis.
Assets Under Management$2.5B
Clients779
Advisors15
Avg. per Client$3.2M
Avg. per Advisor$160M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$10,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 1.00% |
| $3.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.65% |
| $10.0M - $20.0M | 0.50% |
| $20.0M - $50.0M | 0.40% |
| $50M+ | 0.40% |
All Investment Management Services fees are negotiable at our discretion.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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