Klein Pavlis & Peasley Financial, Inc. provides ongoing investment portfolio management services using pre-designed model portfolios. The firm also offers education on estate planning topics and utilizes a third-party service, Trust & Will, for clients needing estate plan creation or updates. They also publish a weekly newsletter for a subscription fee.
Assets Under Management$230M
Clients338
Advisors4
Avg. per Client$690K
Avg. per Advisor$58M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management
Klein Pavlis & Peasley Financial offers investment management with fees based on the amount you invest. There are different fee schedules depending on the investment strategy you choose:
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Dynamic Growth/Disciplined Equity:
- Up to $249,999: 2.4% per year
- $250,000 - $499,999: 2.2% per year
- $500,000 - $749,999: 2.0% per year
- $750,000 - $999,999: 1.8% per year
- $1,000,000 and over: 1.6% per year
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Balanced Income:
- Up to $499,999: 1.6% per year
- $500,000 - $749,999: 1.4% per year
- $750,000 - $999,999: 1.2% per year
- $1,000,000 and over: 1.0% per year
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Stable Income:
- All assets: 0.75% per year
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Equity Income Plus:
- Up to $499,999: 2.2% per year
- $500,000 - $749,999: 2.0% per year
- $750,000 - $999,999: 1.8% per year
- $1,000,000 and over: 1.6% per year
The minimum to invest is $250,000 to $500,000 depending on the program selected, but this may be negotiable.
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