406 PM provides investment management services, tailoring portfolios to each client's needs and goals. 406 PM does not provide financial planning, tax planning, accounting, or legal services, but will work with your existing providers or help you find them. The firm is owned and controlled by Steve Ketterling.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.75% |
| $1M+ | 0.50% |
Advisory fees may be negotiable in limited circumstances based on factors such as account size, related household accounts, or the complexity of the client's situation.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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