Kirtland Financial Management (KFM) offers financial planning and investment advice to high-net-worth individuals, families, charitable organizations, pension and profit-sharing plans, affluent business owners, and entrepreneurs. KFM examines a client’s total financial situation to determine how any financial advice might impact the stability of their income, household expenses, assets, and liabilities. KFM then advises the client based on the scenario most likely to prevent imbalances from occurring.
Assets Under Management$330M
Clients148
Advisors1
Avg. per Client$2.2M
Avg. per Advisor$330M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $4.0M | 0.70% |
| $4M+ | 0.70% |
Fees negotiable for accounts over $4,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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