Kahler Financial Group, INC.
Assets Under Management
$173.9M
Number of Clients
97
Number of Advisors
4
Average Client AUM
$1.8M
AUM per Advisor
$43.5M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Kahler Financial Group provides integrated financial planning and investment management services to business owners, professionals, retirees, and families. They blend financial planning with clients' emotions and beliefs about money. Services include estate and tax planning, cash flow analysis, and business planning.
Fee Structure
Minimum Investment:None
Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $780K | 1.30% |
| $780K - $1.8M | 1.00% |
| $1.8M - $3.7M | 0.80% |
| $3.7M - $8.0M | 0.55% |
| $8.0M - $18.0M | 0.50% |
| $18M+ | 0.50% |
Fees are negotiable for over $18,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingBusiness OwnersHigh Net Worth
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Location
1010 9th Street, Suite 1, Rapid City, SD, 57701
