Klein Financial Advisors offers financial planning and investment management services. As a financial planner, Klein Financial Advisors provides advice on investments, budgeting, divorce settlements, retirement planning, credit counseling, insurance, inheritances, college funding, and tax planning. John H. Klein reviews managed accounts daily and financial planning accounts annually.
Fee Structure
Klein Financial Advisors manages investments for a percentage of the value of your portfolio. The annual fee ranges from 0.30% to 2.00%, depending on the size and complexity of your account. This fee is paid quarterly. Alternatively, Klein Financial Advisors can charge a flat fee of $200 to $5,000 per year, paid quarterly. Klein Financial Advisors may also select and monitor other money managers, who will pay Klein Financial Advisors a portion of their fees; you do not pay Klein Financial Advisors directly for this service.