Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
KCM does not charge a separate fee for financial planning services; these are included with investment advisory services. Investment advisory fees are based on the market value of the portfolio and are negotiable. The basic annual fee structure is 0.50% for cash management and investment grade fixed income, and 0.90% for equities, ADRs, ETFs, ETNs, open and closed-end mutual funds, preferred stock, and hybrid securities. KCM charges a minimum fee of $5,000 per year. Clients are subject to a 30-day termination fee based upon assets under management at the date of termination, at the Adviser's discretion.
Areas of Practice
Advisor Information
Office location
300 Drakes Landing Road, Suite 210, Greenbrae, CA, 94904
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
Guy is a managing member of Cedar Ridge GP, LLC, a private investment partnership, since 2005. He spends a few hours per week on this activity.