Cecilia Octavia Milagro Fleming

CFP

Kahler Financial Group, INC.

2 Years of Experience

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingBusiness OwnersHigh Net Worth

Kahler Financial Group, INC.

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

4 advisors

Number of Clients

97 clients

Average Client Portfolio

$1.8M average

Assets Under Management

$173.9M

Fee Structure

Minimum Investment:None

Financial Planning:Included in AUM fee

AUM-Based Fees (Tiered)

Assets Under Management	Annual Fee
Up to $780K	1.30%
$780K - $1.8M	1.00%
$1.8M - $3.7M	0.80%
$3.7M - $8.0M	0.55%
$8.0M - $18.0M	0.50%
$18M+	0.50%

Fees are negotiable for over $18,000,000.

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

—

Contact

Cecilia Octavia Milagro Fleming

Location

1010 9th St #1, Rapid City, SD, 57701

Get directions

History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Other Business Activities

Cecilia is involved in tax preparation for long haul truckers through O. C. Fleming Taxes since 2017. This activity, which is not investment-related, takes minimal time.