KP7 Investors provides investment management services to high-net-worth individuals, trusts, and estates. KP7 works with clients to understand their financial situation, goals, and risk tolerance. KP7's investment strategies are primarily long-term focused. The firm uses its own research and analysis methods, and may use third-party artificial intelligence to support investment research, but all decisions are subject to human review.
Assets Under Management$10M
Clients12
Advisors1
Avg. per Client$860K
Avg. per Advisor$10M
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees may be negotiable. Clients may also be charged a performance-based fee of up to 12% of any gains in the client account for the year, subject to a high-water mark calculation.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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