Overview
- Headquarters
- Greenbrae, CA
- Total Firm Assets
- $6.0 billion
- Average High-Net-Worth Client Portfolio Size
- $4.7 million
- Stated Minimum Account Size
- $1,000,000
Fee Disclosure
Source: KCM FORM ADV PART 2A_FINAL (2025-03-28)
· View brochure text
Latest filing: KCM FORM ADV PART 2A_FINAL (2026-03-30)
· View brochure text
| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | and above | 0.90% |
Stated Minimum Annual Fee: $5,000
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | $9,000 | 0.90% |
| $5 million | $45,000 | 0.90% |
| $10 million | $90,000 | 0.90% |
| $50 million | $450,000 | 0.90% |
| $100 million | $900,000 | 0.90% |
Actual fees may vary; other investment costs may apply.
Compare fees: lowest-fee advisors in California for $2M portfolios · $10M portfolios
Clients
- High-Net-Worth Share of Firm Assets
- 84.70%
- Number of High-Net-Worth Clients
- 1,092
- Total Client Accounts
- 3,432
- Discretionary Accounts
- 3,432
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Regulatory Filings
- SEC CRD Number
- 109629
- KCM FORM ADV PART 2A_FINAL (2026-03-30) · View brochure text
- KCM FORM ADV PART 2A_FINAL (2025-03-28) (fee schedule source) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗