Katsutoshi Capital Management (KCML) offers portfolio management services tailored to individual client goals, objectives, time horizons, and risk tolerance. KCML creates an Investment Policy Statement for each client and constructs a plan to aid in the selection of a portfolio that matches each client's specific situation. KCML primarily recommends equities, aiming to create intergenerational wealth with a long-term investment horizon. KCML requires discretionary authority to select securities and execute transactions.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Qualified clients may pay 2.00% of assets under management along with a 20.00% performance fee based on capital appreciation exceeding 5% per year. Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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