Kenwyck Capital provides investment management and financial planning services to individuals, families, businesses, trusts, and pension and profit sharing plans. Kenwyck Capital develops a client's personal investment policy or an investment plan with an asset allocation target and creates and manages a portfolio based on that policy and allocation targets. Financial planning services are offered on an ongoing or project basis.
Assets Under Management$6.8M
Clients10
Advisors1
Avg. per Client$680K
Avg. per Advisor$6.8M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 0.90% |
| $2.0M - $5.0M | 0.50% |
| $5M+ | 0.10% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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