Kitching Partners, LLC

Fee-Only (% of Portfolio)Fixed/Hourly

Kitching Partners provides investment advice and family enterprise services to high net worth individuals, families, businesses, and non-profit organizations. Kitching Partners focuses on helping clients manage their wealth across generations, offering support in family governance, estate planning, philanthropy, and business consulting. Investment management services are tailored to each client's long-term goals and values, typically managed on a discretionary basis.

Assets Under Management$540M
Clients103
Advisors3
Avg. per Client$5.2M
Avg. per Advisor$180M

Fee Structure

Planning is included in investment management

Kitching Partners' annual investment management fees generally range from 0.15% to 1.00% of the value of your portfolio. The exact fee is negotiable and depends on factors like the size of your account, complexity of your assets, and the services provided. Fees are paid quarterly, in advance, based on the value of your investments on the last day of the previous billing period.

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Location

3 Advisors at this firm

Kitching Partners, LLC | TrueAdvisor