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 $1.0M | 2.00% |
| $1.0M - $5.0M | 1.50% |
| $5M+ | 1.25% |
Fees are negotiable.
Fee Estimator
KCIA charges fees based on a percentage of assets under management. For individual accounts, the fee is 2.00% on the first $1,000,000, 1.50% on amounts between $1,000,000 and $5,000,000, and 1.25% on amounts over $5,000,000. These fees are negotiable. For institutional retirement accounts, fees range from 1.250% to 0.500% depending on the asset range. KCIA generally requires a minimum investment of $50,000, but may waive this requirement. They also charge hourly fees for project-specific work, ranging from $100 to $300 per hour. Financial planning fees are $250 per hour or a fixed fee between $1,500 and $3,000.
Areas of Practice
Advisor Information
Office location
Wilmette, IL
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Richard is a Partner and Chief Investment Officer at Legacy Capital Wealth Advisors, LLC and Kingsbury Capital Investments Advisors, DBA Legacy Capital Wealth Advisors, LLC. He dedicates nearly full-time hours to investment management and client relationship prospecting.