KENTOR Financial provides wealth management and financial planning services. KENTOR Financial helps clients determine their investment objectives and selects third-party investment managers. KENTOR Financial monitors the third-party managers to ensure alignment with client goals. KENTOR Financial also offers general consulting and annual financial consulting retainer services. The firm's services are tailored to individual client needs.
Assets Under ManagementN/A
ClientsN/A
Advisors2
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.5M | 0.50% |
| $2.5M - $5.0M | 0.40% |
| $5.0M - $7.5M | 0.30% |
| $7.5M - $10.0M | 0.20% |
| $10M+ | 0.15% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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