Overview

Headquarters
Chicago, IL
Total Firm Assets
$866 million
Average High-Net-Worth Client Portfolio Size
$2.8 million
Stated Minimum Account Size
$100,000

Fee Disclosure

Source: KKM FIRM BROCHURE JULY 2026 (2026-08-07) · View brochure text

MinMaxDisclosed Annual Rate
$0 $1,000,000 1.25%
$1,000,001 $5,000,000 1.00%
$5,000,001 $10,000,000 0.75%
$10,000,001 and above Negotiable
Estimated Annual Advisory Fees
Portfolio ValueEstimated Annual FeeEffective Fee Rate
$1 million $12,500 1.25%
$5 million $52,500 1.05%
$10 million $90,000 0.90%
$50 million Negotiable Negotiable
$100 million Negotiable Negotiable

Actual fees may vary; other investment costs may apply.

Clients

High-Net-Worth Share of Firm Assets
16.06%
Number of High-Net-Worth Clients
50
Total Client Accounts
206
Discretionary Accounts
205
Non-Discretionary Accounts
1

Services Offered

Services: Portfolio Management for Individuals, Portfolio Management for Companies, Portfolio Management for Institutional Clients

Regulatory Filings

SEC CRD Number
165136

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

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