Kutscher Benner Barsness & Stevens (KBBS) provides financial planning and investment advice to individuals, families, and trustees. KBBS emphasizes routine financial planning with in-depth reviews and written reports, covering budgeting, tax analysis, savings, portfolio sustainability, investment policy, asset allocation, and risk management. KBBS does not serve as an attorney, accountant, or insurance agent, but may recommend such professionals. Clients retain discretion over investment decisions.
Fee Structure
KBBS's standard fee arrangement covers financial planning services and monitoring of accounts. KBBS applies a standard schedule to a client’s investment portfolio and then adjusts as appropriate. KBBS also provides some clients with a more limited scope engagement, which typically focuses less on financial planning and more on investment advice, charging clients 0.7% of the investment portfolio. In cases where the family relationship exceeds $5 million, a limited scope engagement may be charged 0.5% of the investment portfolio.