KTE Capital Management offers investment portfolio management, tailoring advice to individual client needs. KTE focuses on preserving income, growing assets, and building wealth through active management and downside protection. The firm emphasizes knowledge, transparency, and efficiency, using low-cost investments and zero-commission brokerage.
Assets Under Management$11M
Clients16
Advisors1
Avg. per Client$680K
Avg. per Advisor$11M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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