Kane Capital Advisors manages investment portfolios and provides personalized financial planning for individuals and families. The registered investment advisor creates tailored investment strategies based on your personal goals, time horizon, and risk tolerance, and maintains the authority to execute trades without asking first. For financial planning, Kane Capital Advisors offers comprehensive plans covering retirement, cash flow, investments, and estate preservation, as well as hourly consultations for specific topics. The firm places a strong emphasis on understanding your unique situation and operates with a legal obligation to act in your best interest.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1M+ | 0.90% |
Fees are negotiable for accounts over $500,000. This is a flat rate breakpoint fee schedule, meaning the entire portfolio is charged the same rate once a threshold is reached.