Klingenstein Fields Advisors
Assets Under Management
$4.7B
Number of Clients
1,267
Number of Advisors
5
Avg. Portfolio per Client
$3.7M
Avg. Managed per Advisor
$947.5M
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
About This Firm
Klingenstein Fields Advisors (KF Advisors) offers investment advice to clients, primarily on a discretionary basis, tailoring strategies to individual needs. Services include ongoing advice on equity and fixed income securities, sometimes using mutual funds or exchange-traded funds. KF Advisors also uses an open architecture approach, investing with external managers. KF Advisors provides financial planning services and recommends unaffiliated professionals for non-investment needs. KF Advisors can recommend rollovers of retirement accounts, which presents a conflict of interest.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Reduced fees over assets that reach specific breakpoints are described in detail in each client’s investment advisory agreement.
Fee Estimator
Areas of Practice
Location
125 Park Avenue, Suite 1700, New York, NY, 10017-5529