Kenora Financial Fees & Minimum

Overview

Headquarters: Des Plaines, IL
Total Firm Assets: $316 million
Average High-Net-Worth Client Portfolio Size: $2.4 million
Stated Minimum Account Size: $150,000

Fee Disclosure

Source: DISCLOSURE BROCHURE (2026-07-29) · View brochure text

Min	Max	Disclosed Annual Rate
$0	$100,000	2.00%
$100,001	$500,000	1.50%
$500,001	$2,000,000	1.25%
$2,000,001	and above	1.00%

Estimated Annual Advisory Fees

Portfolio Value	Estimated Annual Fee	Effective Fee Rate
$1 million	$14,250	1.42%
$5 million	$56,750	1.14%
$10 million	$106,750	1.07%
$50 million	$506,750	1.01%
$100 million	$1,006,750	1.01%

Actual fees may vary; other investment costs may apply.

Clients

High-Net-Worth Share of Firm Assets: 53.80%
Number of High-Net-Worth Clients: 70
Total Client Accounts: 100
Discretionary Accounts: 100

Services Offered

Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Educational Seminars

Regulatory Filings

SEC CRD Number: 123524

DISCLOSURE BROCHURE (2026-07-29) (fee schedule source) · View brochure text

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

Frequently Asked Questions

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