Kell Capital, LLC offers portfolio management services to help manage your investments. They work with you to understand your goals and risk tolerance. They offer a standard portfolio strategy for all clients. For high-net-worth individuals who qualify, they also offer a concentrated strategy of 5-15 positions based on fundamental and technical factors. Kell Capital can actively manage all client accounts by trading the model portfolio.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
The management fee is 2.50%, which is negotiable depending on the size of the account and services rendered. Qualified clients can also pay a performance-based fee with a tiered AUM fee schedule: Up to $1,000,000: 2.00%; $1,000,001 to $3,000,000: 1.50%; $3,000,001 to $10,000,000: 1.00%; $10,000,001 +: 0.70%. The performance fee is an annual fee equal to 20% of the net returns of the account (investment returns less the management fee charged and any net previous losses).