Kassouf Wealth Advisors is a registered investment advisor that offers comprehensive wealth management, financial planning, and retirement plan services. The firm builds investment portfolios using a passive investing approach based on Modern Portfolio Theory, primarily recommending low-cost mutual funds and exchange-traded funds to achieve systematic diversification. Kassouf Wealth Advisors also provides access to specialized asset allocation programs and institutional-tier fund management through a relationship with Savant Wealth Management. In addition to investment oversight, the firm creates financial plans designed to help clients reduce taxes, protect earning capabilities, and work toward financial independence. Kassouf Wealth Advisors primarily serves individuals, families, businesses, and qualified retirement plans.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.40% |
Fees are negotiable and may be waived in certain circumstances. Accounts using Savant Wealth Management generally have a $2,000 minimum annual fee.