KML Financial Services Group, LLC provides investment management and comprehensive financial planning services, primarily for individual investors. The firm's approach combines strategic long-term allocations with tactical adjustments across a diversified mix of equity categories and investment styles. KML offers ongoing portfolio management with quarterly reviews, as well as a la carte financial planning covering retirement income, estate planning, insurance, business planning, and college funding. KML was recently acquired by Mercer Global Advisors Inc. and is in the process of transitioning client accounts and winding down operations.
Assets Under Management$23M
Clients29
AdvisorsN/A
Avg. per Client$800K
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.15% |
| $1M+ | 1.00% |
Fees are negotiable on a client-by-client basis and billed quarterly in arrears.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
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