Kanawha Capital Management, LLC
Assets Under Management
$1.6B
Number of Clients
530
Number of Advisors
4
Average Client AUM
$3.1M
AUM per Advisor
$410.4M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Kanawha Capital Management offers investment management services, primarily discretionary asset management using equity, fixed income, and balanced portfolios. They also provide non-discretionary advice. Services are tailored to individual client needs through regular communication regarding investment circumstances, objectives, and risk tolerance. They do not provide legal, tax, or accounting advice.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees may be negotiable depending upon circumstances.
Fee Estimator
You'll typically pay an annual fee based on the market value of your assets under management. The fee is 1% on the first $1,000,000, 0.75% on the next $4,000,000, and 0.50% on assets above $5,000,000. Fees are billed quarterly in advance. The amount of your fee may be negotiable depending on circumstances. The minimum account size is generally $500,000, but this may be waived.
Areas of Practice
Location
7201 Glen Forest Drive, Suite 200, Richmond, VA, 23226-3759