Klaas Financial Asset Advisors provides investment management through its KIP wrap fee program, financial planning and consulting services (Klaas 360), and retirement plan services (Klaas 401K). Klaas also offers non-discretionary investment consulting services to brokerage customers. Financial planning covers retirement, insurance, college savings, and estate planning. Klaas does not require a minimum investment account size.
Assets Under Management$630M
Clients971
Advisors15
Avg. per Client$650K
Avg. per Advisor$42M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Klaas Financial offers investment management through the KIP wrap fee program. Details about the fees are available in the Wrap Fee Program Brochure, which can be found on their website.
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