KCG Investment Advisory Services LLC offers portfolio management and financial planning services. Investment management involves constructing and managing individual securities and funds based on the client's investment objectives. Financial planning includes fact-finding, problem-solving, and coordinating financial plans covering areas like cash flow, risk management, tax planning, college funding, retirement planning, and estate planning. KCG also offers cash flow management coaching, workshops, and diminished capacity preparation services.
Assets Under Management$47M
Clients62
Advisors1
Avg. per Client$760K
Avg. per Advisor$47M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.80% |
The advisor may have fee schedules that incorporate breakpoints and which may vary from client to client but nevertheless will never exceed a maximum fee of 1.80%.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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