Korhorn Financial Group (KFG) offers investment management services based on a percentage of the value of your portfolio. KFG also offers financial planning and consulting services on a comprehensive, single-needs, or subscription basis. KFG may recommend other professionals, but clients are not obligated to use them. KFG also provides retirement plan consulting and management services to plan sponsors.
Assets Under Management$930M
Clients2,241
Advisors44
Avg. per Client$420K
Avg. per Advisor$21M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.50% |
| $5M+ | 0.25% |
Fees are negotiable. Fixed income securities fee is 0.25%. Custom Index strategies may have an additional fee of 0.10%. Option Overlay strategy may have an additional fee of 0.50%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...
Location
44 Advisors at this firm
Page 1 of 3