Kalinowsky Asset Management Fees & Minimum

Overview

Total Firm Assets: $254 million
Average High-Net-Worth Client Portfolio Size: $4.4 million

Fee Disclosure

Source: KAM ADV 2A (2026-03-19) · View brochure text

Min	Max	Disclosed Annual Rate
$0	$1,000,000	1.00%
$1,000,001	$2,000,000	0.80%
$2,000,001	$3,000,000	0.70%
$3,000,001	$4,000,000	0.60%
$4,000,001	and above	0.40%

Estimated Annual Advisory Fees

Portfolio Value	Estimated Annual Fee	Effective Fee Rate
$1 million	$10,000	1.00%
$5 million	$35,000	0.70%
$10 million	$55,000	0.55%
$50 million	$215,000	0.43%
$100 million	$415,000	0.42%

Actual fees may vary; other investment costs may apply.

Clients

High-Net-Worth Share of Firm Assets: 89.05%
Number of High-Net-Worth Clients: 51
Total Client Accounts: 215
Discretionary Accounts: 215

Services Offered

Services: Financial Planning, Portfolio Management for Individuals

Regulatory Filings

SEC CRD Number: 137393

KAM ADV 2A (2026-03-19) (fee schedule source) · View brochure text

View firm on SEC ↗ · Current Form ADV (PDF) ↗

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