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

Minimum Investment:$3M
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Reduced fees over assets that reach specific breakpoints are described in detail in each client’s investment advisory agreement.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningHigh Net Worth
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Location

125 Park Avenue, Suite 1700, New York, NY, 10017-5529

5 Advisors at this firm