Kate Capital Group (KCG) offers investment management and financial planning services tailored to a client's financial situation, tax status, risk tolerance, and investment objectives. KCG helps clients implement effective planning tools and provides ongoing consultation. KCG primarily allocates investment management assets among exchange traded funds (ETFs), mutual funds and fixed income securities.
Assets Under Management$23M
Clients50
Advisors1
Avg. per Client$460K
Avg. per Advisor$23M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $4.0M | 0.80% |
| $4M+ | 0.70% |
Advisor may reduce or waive client fees in Advisor’s sole discretion. Advisor may combine the Account values of multiple family members to determine the applicable fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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