Krouse Stureman & Associates offers personalized financial planning and investment advisory services. This includes helping clients determine their financial objectives, manage cash flow, plan for taxes, review insurance, manage investments, fund education, plan for retirement, and plan their estate. Krouse Stureman & Associates is a fee-only firm, meaning it doesn't accept commissions for selling financial products.
Assets Under Management$56M
Clients78
Advisors1
Avg. per Client$720K
Avg. per Advisor$56M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1000K | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $4.0M | 0.70% |
| $4.0M - $5.0M | 0.60% |
| $5M+ | 0.50% |
Minimum investable assets to participate in advisory services is $500,000. Krouse Stureman & Associates, in its sole discretion, may waive its minimum fee and/or charge a lesser investment advisory fee based upon certain criteria.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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