Kane Asset Management is a registered investment advisor founded in 2013 that began advisory operations in 2025. The firm focuses on managing investment portfolios for individuals, high-net-worth individuals, trusts, estates, and charitable organizations. Kane Asset Management builds personalized portfolios using stocks, exchange-traded funds, mutual funds, and fixed income securities, tailored to each client's specific goals, risk tolerance, and investment policy statement. The firm employs both fundamental and technical analysis, emphasizing long-term investing and proper asset allocation across different asset classes. Clients retain ownership of their assets through independent custodians, such as Charles Schwab & Co., while Kane Asset Management has the authority to make trades and deduct management fees directly.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.85% |
| $5M+ | 0.85% |
Fees are negotiable for amounts over $5,000,000. Founding Family Pricing may apply reduced rates at the firm's discretion.