Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $10.0M | 1.00% |
| $10M+ | 1.00% |
Fees negotiable for accounts over $10,000,000.
Fee Estimator
KM charges an annual fee based on the market value of your assets. The standard fee is 1.50% on the first $500,000 and 1.00% on amounts over $500,000. Fees are negotiable for accounts over $10,000,000. Institutional accounts have a different fee schedule. Fees are billed quarterly in advance. Clients also incur brokerage commissions and custody fees. KM does not receive any portion of these fees and costs.
Areas of Practice
Advisor Information
Office location
621 Washington Street, Columbus, IN, 47202-1729
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Mickey is a member of the Board of Directors, Chairman of the Conflicts Committee, and member of the Audit Committee for CrossAmerica Partners, LP since June 2017. He spends a few hours per week on this non-investment related business.