Kingfisher Capital Management (KCM LLC) offers ongoing portfolio management services tailored to individual client goals, risk tolerance, and time horizon. KCM LLC creates an Investment Policy Statement for each client. KCM LLC primarily recommends equities, but may also use mutual funds, fixed income securities, treasury inflation protected/inflation linked bonds and non-U.S. securities. KCM LLC requires authority to make trades without asking first.
Assets Under Management$6.9M
Clients4
Advisors1
Avg. per Client$1.7M
Avg. per Advisor$6.9M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.65% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.40% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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