Kisher Capital, LLC is a registered investment advisor that provides ongoing investment advice based on individual client needs. They develop personalized investment plans and manage portfolios based on those plans. Kisher Capital also offers financial planning services covering areas like business planning, cash flow management, college savings, estate planning, insurance, retirement planning, risk management, and tax strategies. They offer project-based, comprehensive, and ongoing financial planning.
Assets Under Management$5.3M
Clients27
Advisors3
Avg. per Client$200K
Avg. per Advisor$1.8M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.75% |
| $100K - $500K | 1.50% |
| $500K - $1.0M | 1.35% |
| $1.0M - $3.0M | 1.25% |
| $3M+ | 1.00% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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