Korhorn Financial Group offers personalized investment management and financial planning services to individuals, families, trusts, and businesses. Korhorn Financial Group builds custom investment portfolios primarily using mutual funds and exchange-traded funds, and can also assist with specialized strategies like custom indexing, options, and private funds. In addition to managing investments, Korhorn Financial Group provides comprehensive or single-topic financial planning covering retirement, taxes, estate planning, and insurance. Clients can also access retirement plan consulting and third-party institutional asset management programs. Korhorn Financial Group emphasizes a personalized approach, taking time to understand each client's unique financial situation and goals before crafting a tailored strategy.
Fee Structure
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% |
Fixed income securities are charged at 0.25%. Custom index strategies carry an additional 0.10% fee. Fees are negotiable.