Kenora Financial is an Illinois-based registered investment advisor that provides personalized investment management, retirement planning, estate planning, and tax planning services. The firm focuses on building customized investment portfolios primarily using individual stocks rather than mutual funds, aiming for tax efficiency and appropriate risk levels. Kenora Financial serves individuals, families, trusts, estates, and retirement plans, holding itself to a legal standard to act in clients' best interests. While Kenora Financial does not prepare tax returns directly, it shares office space with a related certified public accountant firm, Ryan McNeilly & Associates, CPAs, which can provide tax preparation and accounting services for clients.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 2.00% |
| $100K - $500K | 1.50% |
| $500K - $2.0M | 1.25% |
| $2M+ | 1.00% |
Rates shown are for standard brokerage accounts. Tax-advantaged retirement accounts have lower rates ranging from 0.40% to 1.00%. Fees are not negotiable.