KR Financial offers investment management services, including securities portfolio management. They also provide advice on estate and income tax planning, personal business management, asset allocation modeling, tax return preparation, charitable activities, and oversight of client assets. KR Financial manages investments with the client's objectives, liquidity, income needs, and time horizon in mind.
Assets Under Management$91M
Clients25
Advisors1
Avg. per Client$3.6M
Avg. per Advisor$91M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $10.0M | 0.63% |
| $10.0M - $30.0M | 0.50% |
| $30.0M - $50.0M | 0.38% |
| $50M+ | 0.25% |
Advisory clients who also use the Shared Family Office Services may receive a reduced fee on the KR Financial’s investment supervisory services. KR Financial’s actual fees may be negotiated.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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