KL Zech Investments provides investment advice to individuals, managing assets based on client goals and asset allocation models. They use various investment products, including stocks, bonds, ETFs, and mutual funds. KL Zech tailors services to individual needs, helping clients identify goals and understand investment risks. Clients have the final say on investment restrictions.
Assets Under Management$10M
Clients19
Advisors1
Avg. per Client$530K
Avg. per Advisor$10M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $50K | 1.50% |
| $50K - $250K | 1.25% |
| $250K - $1.0M | 1.00% |
| $1M+ | 0.75% |
Fees may be negotiable. Fees are payable quarterly in advance.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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