Our Fee Schedule

 

Kane Investment Management, Inc.
15466 Los Gatos Blvd., Suite 213
Los Gatos, CA 95032
 
EXHIBIT A
Investment Advisory Fees
 
Fees listed herein cover a semi-annual term and are based on the Net asset Value (as defined in Section 8.a of the Investment Advisory Agreement) as of the last day of business prior to acceptance of the Investment Advisory Agreement ("Agreement") or at the anniversary of the Agreement and are calculated in accordance with the terms and provisions of the Agreement.  

 

Schedule of Fees - effective November 30, 2010

      Net Asset Value
                              Semi-Annual Fee
$0 to $50,000
                 1.00%   of Net Asset Value (min. fee = $250) 
$50,000 to $100,000
$500      + 0.80%   of Net Asset Value over $50,000
$100,000 to $500,000
$900      + 0.775% of Net Asset Value over $100,000
$500,000 to $1,000,000
$4,000   + 0.52%   of  Net Asset Value over $500,000
$1,000,000 to $2,500,000
$6,600   + 0.475% of Net Asset Value over $1,000,000
$2,500,000 & over
$13,725 + 0.40%   of Net Asset Value over $2,500,000

 KIMI Rev. 10/11

 EXHIBIT B

Financial Planning Fees

Schedule of Fees (Effective January 1, 2012)

ITEM FEES
Financial Plan $1200
Updates $800
Hourly Charge - Related Non-Plan Services $250

KIMI Rev. 1/1/15