Karagosian Financial Services (KFS) offers personalized investment management and financial planning services tailored to individual client needs. KFS considers factors like age, risk tolerance, and financial status in its analysis. KFS has both discretionary and non-discretionary investment advisory clients.
Assets Under Management$27M
Clients52
Advisors1
Avg. per Client$510K
Avg. per Advisor$27M
Fee Structure
Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $5.0M | 1.25% |
| $5M+ | 1.00% |
All fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...