RB
CFA

Robert Van Bergen

4 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)
Number of Advisors
14 advisors
Number of Clients
206 clients
Average Client Portfolio
$23.7M average
Assets Under Management
$4.9B

Fee Structure

Minimum Investment:$1M
Financial Planning:Investment management only

KCM's advisory fees are negotiable and generally based on a percentage of assets under management. Fees are calculated and paid quarterly, in advance or arrears. The specific calculation method is detailed in each client's investment advisory agreement. KCM has an arrangement with a wealth manager in which their clients investing in the Micro Cap Opportunities strategy will receive a lower fee rate than the fee stated in this brochure.

Areas of Practice
Investment Management
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Advisor Information

Office location

10829 Olive Blvd, St Louis, MO, 63141-7739

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Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Kennedy Capital Management
June 2021 - Present · 4 yrs 7 mos
State Registrations2 states
MOTX
Advisor
Exams
No exam information available for this advisor.