Kamko Financial provides investment management and financial planning services. Investment management involves creating a plan based on your goals and risk tolerance, selecting investments, and monitoring your portfolio. Financial planning covers topics like retirement, cash flow, and estate preservation. Kamko may use sub-advisors to manage client assets. Ongoing financial planning is also available to help clients implement and monitor their financial plan.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.80% |
| $500K - $1.0M | 0.70% |
| $1.0M - $3.0M | 0.60% |
| $3.0M - $6.0M | 0.50% |
| $6.0M - $10.0M | 0.40% |
| $10M+ | 0.30% |
The annual fee is negotiable. Kamko may use sub-advisors, but clients will not pay additional fees for this service.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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