Kane Company Wealth Management Pc

Kane Company Wealth Management, Inc. is a registered investment adviser specializing in independent, fee-only investment advisory services. Established on August 30, 2001, the firm offers comprehensive financial planning using no-load mutual funds, ETFs, and occasionally individual stocks and bonds. Acting as a fiduciary, the firm manages client investment accounts according to individual objectives and restrictions, employing a long-term investment philosophy based on past performance analysis and diversified, low-cost portfolios. As of December 31, 2024, the firm actively managed $218,226,258 on a discretionary basis and $1,797,488 on a non-discretionary basis, totaling $220,023,746 in assets under management. Kane Company Wealth Management, Inc. has updated its fee schedules effective January 21, 2025. For Wealth Management Services, clients are charged an Annual Retainer Fee based on total investment assets, while Investment Advisory Services are fee-based on a tiered structure ranging from 1.20% to 0.30% of assets managed. Clients have investment discretion, allowing the firm to direct the investment and reinvestment of assets primarily at its sole discretion. The firm's investment strategies focus on fundamental analysis, tax-efficient investing, and globally diversified portfolios. Kane Company Wealth Management, Inc. does not charge performance-based fees and primarily serves individuals, high-net-worth clients, trusts, estates, charitable foundations, and company-sponsored retirement plans with a minimum of $100,000 in total household investment assets or systematic savings plan commitments.