Kiel Investment Company offers portfolio management, financial planning, and investment consulting. They focus on achieving the best possible investment returns for clients, tailoring services to meet individual financial needs. Kiel Investment Company primarily uses ETFs but may also use individual stocks, mutual funds, and other securities. They also provide financial planning services such as retirement planning and college savings planning.
Assets Under Management$1.4M
Clients6
Advisors1
Avg. per Client$240K
Avg. per Advisor$1.4M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.50% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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