Komich Capital Advisors

Fee-Only (% of Portfolio)Fixed/Hourly

Komich Capital Advisors, LLC (KCA) helps clients manage their financial affairs to achieve their financial goals. KCA offers financial planning and investment management services. Financial planning includes investment advice, retirement planning, employee benefits, insurance planning, education planning, estate planning, and tax and cash flow needs analysis. KCA manages assets on a discretionary or non-discretionary basis, primarily using exchange-traded funds (ETFs), individual debt securities, and private funds.

Assets Under Management$22M
Clients110
Advisors1
Avg. per Client$200K
Avg. per Advisor$22M

Fee Structure

Planning is included in investment management
Minimum Annual Fee:$5,400
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $540K1.00%
$540K - $10.0M1.00%
$10M+0.50%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1 Advisors at this firm