KNA Capital offers investment management, generally managing portfolios on a discretionary basis, investing in stocks, bonds, and cash equivalents. KNA Capital also offers wealth advisory services, including financial planning and investment management strategy development based on a client’s financial objectives, goals, and risk tolerance. KNA Capital does not provide legal, tax, or accounting advice.
Assets Under Management$3.1M
Clients10
Advisors1
Avg. per Client$310K
Avg. per Advisor$3.1M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $10.0M | 1.25% |
| $10M+ | 1.00% |
Fees are negotiable. The firm may waive fees for certain family members of employees.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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