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KG Capital Management, LLC

Updated today

Total assets under management

$414,086,497

Total clients

724

19% high-net worth

Total advisors

8

of 9 employees

Firm size

Team

4-10 advisors or $500M+ in AUM

Average clients per advisor

91

Average account size

$571,943

Client services

Financial planning Portfolio management Selection of other advisers

Fee options

Percentage

$0 - $2,000,000: 1.50% $2,000,001 - $4,000,000: 1.25% $4,000,001+: 0.75%

Commissions

Advisors accept compensation for sale of securities and insurance products; commissions are not the primary source of income but are accepted.

Project-based

$250 per hour for financial planning services, fees negotiable

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Main office location

KG Capital Management, LLC

4782 Prosperity Street

Saint Francisville LA 70775, United States

Number of offices

2

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