KRB and Associates offers investment advisory services, primarily on a non-discretionary basis. KRB makes investment selections and asset allocation recommendations to portfolios of high net worth individuals and businesses. KRB may also provide advice on budgeting and budget review.
Assets Under Management$16M
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$16M
Fee Structure
Investment management only (planning not offered)
KRB and Associates charges a fee for investment advice, which can be either a fixed fee of $1,000 to $5,000 per quarter, an hourly rate of $100 to $150, or up to 0.12% per year. The specific fee structure depends on the written agreement with each client. These fees are paid quarterly.
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