Kellogg Asset Management, LLC
Assets Under Management
$2.7B
Number of Clients
1
Number of Advisors
9
Average Client AUM
$2.7B
AUM per Advisor
$294.6M
Compensation
Fee-Only (AUM)
About This Firm
Kellogg Asset Management offers fixed income and equity investment management solutions to institutional and high net worth investors. Services include investment analysis, security selection, and trade execution. They also offer actively managed outside manager investment services through the ASAP program and asset allocation strategies.
Fee Structure
Kellogg charges a quarterly fee based on the market value of assets under management. Fees are negotiable based on the amount of assets managed and the nature of the account. The firm also receives fees from Associated Bank for providing investment advice related to Health Savings Accounts. Fees do not include brokerage commissions, transaction fees, and other related costs.
Areas of Practice
Location
200 North Adams Street, Green Bay, WI, 54301