Kapusta Financial Group (KFG) provides financial planning and investment management services. Financial planning covers goals, assets, liabilities, investments, insurance, tax, education, retirement, and estate planning. Investment management offers personalized advice based on your financial situation, risk tolerance, and goals. KFG also offers retirement and estate planning services. KFG does not take discretionary control and must obtain client approval prior to executing any transactions.
Assets Under Management$200M
Clients207
Advisors3
Avg. per Client$960K
Avg. per Advisor$67M
Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.15% |
| $250K - $1.0M | 0.90% |
| $1.0M - $2.5M | 0.65% |
| $2.5M+ | 0.55% |
Fees may be negotiable under certain circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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