Eric Krone Associates, INC.

Fee-Only (% of Portfolio)

Eric Krone Associates provides investment management services, primarily for brokerage and retirement accounts. Client accounts generally mirror the advisor's own investments, but can be adjusted based on individual client preferences, age, or needs. The firm uses a conservative value approach, focusing on capital preservation and long-term compounding.

Assets Under Management$22M
Clients120
AdvisorsN/A
Avg. per Client$190K
Avg. per AdvisorN/A

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any0.75%

Fee is non-negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

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