Kerusso Capital Management provides investment management services to both individual and institutional clients. Services include portfolio oversight, asset allocation, and ongoing monitoring. For institutional clients, Kerusso offers services for retirement plans and sub-advisory services for other financial institutions. Kerusso does not maintain physical custody of client funds.
Assets Under Management$220M
Clients22
Advisors2
Avg. per Client$10M
Avg. per Advisor$110M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $10.0M | 0.65% |
| $10.0M - $25.0M | 0.55% |
| $25.0M - $50.0M | 0.50% |
| $50.0M - $100.0M | 0.45% |
| $100M+ | 0.35% |
This fee schedule applies to the Large Cap Value Portfolio. The fee for the Large Cap Value model is 0.35% of all assets. For retail clients with an advisor, the fee is 0.50% of all assets. For retail clients with no advisor, the fee is 1.00% of all assets.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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