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Klcm Advisors, Inc.
SEC-regulated
Registered investment advisor
KLCM Advisors, Inc. is a Registered Investment Adviser established in March 1993, with principal owners having over 100 years of combined experience. The firm specializes in building balanced and equity portfolios for individuals, corporate sponsors, and institutions. Their services include balanced, equity, and fixed-income portfolio management tailored to client needs. KLCM manages accounts on a discretionary basis, with a minimum account size of $500,000. Management fees are negotiable, with equities charged at 1.0% per year and fixed-income securities at 0.6%. The firm does not participate in performance-based fees, and all client accounts are discretionary. KLCM emphasizes fundamental analysis for equity investing and fixed-income securities, focusing on minimizing risk and capital loss. The firm does not manage accounts based on Environmental, Social, and Governance criteria. Clients receive quarterly investment reviews and account statements directly from their custodian. KLCM maintains a Code of Ethics and acts as a fiduciary, prioritizing clients' best interests. The firm discloses potential conflicts of interest and provides detailed information on its investment strategies and risk factors.
This firm is a Regulated Investment Advisor
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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