The Kocen Financial Group (KFG) offers investment management, typically using mutual funds and ETFs, and also utilizes third-party money managers. KFG also provides financial plans covering investments, tax, insurance, retirement, and estate planning. Additionally, KFG offers customized business consulting support. Services are tailored to individual client needs, with quarterly and annual reviews.
Fee Structure
Kocen Financial Group's investment management fee is generally negotiated between 0.8% to 1% annually, based on various factors, with most accounts at 1%. Accounts over $2 million are subject to further negotiation. This fee covers both mutual funds managed by KFG and the portion of portfolios allocated to third-party money managers. Fees for alternative investments are 1.5%. These fees are in addition to any fees charged by third-party money managers.