Ketwich Capital LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Ketwich Capital provides investment management and financial planning to individuals, high-net-worth clients, corporations, and charitable organizations. The firm offers continuous portfolio management, comprehensive financial planning, and periodic educational seminars and speaking engagements.
The adviser generally implements passive investment strategies, building diversified portfolios with index mutual funds and exchange-traded funds and aligning allocations to each client’s investment policy statement. Clients receive ongoing planning support through a retainer-style engagement with regular reviews and monitoring of the financial plan.
Ketwich Capital is a founder-led practice that reports roughly $27.2 million in discretionary assets under management for a small client base of about 20 accounts. The firm’s work with charitable organizations and its provision of public and organizational seminars are uncommon among peers, and the principal’s Certified Kingdom Advisor and Relational Wealth credentials indicate additional experience working with faith-based, mission-oriented, and relational planning issues.
Client services
Expertise
Fee options
Financial Planning Fixed Fee ranges between $500 and $5,000 (negotiable)
$500,000 - $1,000,000: 1.00% $1,000,001 - $3,000,000: 0.75% $3,000,001 - $5,000,000: 0.65% $5,000,001 - $10,000,000: 0.55% $10,000,001 - Above: 0.50%
$250 per hour (standard hourly fee for seminars preparation)
Comprehensive Financial Planning ongoing fee $150-$500 per month, paid monthly in advance, plus upfront charge $1,000-$2,500
Account minimum: $500,000
Main office
Malvern PA
Advisors at this office
1
Most active in
California · New York · Pennsylvania
Disclosures
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Business activities & affiliations
Is not active or affiliated with:
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Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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