Klingman and Associates offers wealth management services, including financial and investment planning, tax and estate planning, education and philanthropic planning, and risk management. They work with high net worth individuals, families, trusts, estates, and retirement plans. Klingman also offers retainer services for clients with complex assets and consulting services for specific financial goals. Investment advice is tailored to individual needs and managed on a discretionary basis.
Assets Under Management$4.8B
Clients660
Advisors8
Avg. per Client$7.3M
Avg. per Advisor$600M
Fee Structure
Minimum Investment:$2M
Planning is included in investment management (also available separately)
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% |
| $10.0M - $25.0M | 0.40% |
| $25M+ | 0.25% |
Fees may be negotiable based on particular client circumstances. Many client relationships existed prior to the implementation of our current fee schedule. As a result, clients' fees may differ (higher or lower) from the fee schedule above.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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