Kahn Financial Group (KFG) offers financial planning and investment advisory services. KFG gathers client information to understand their current circumstances and future goals. KFG focuses on retirement and estate planning and provides portfolio management for individuals and small businesses. KFG customizes advisory services based on client goals, time frame, and risk tolerance, primarily using mutual funds. KFG does not manage assets on a discretionary basis.
Assets Under Management$120M
Clients123
Advisors3
Avg. per Client$1M
Avg. per Advisor$41M
Fee Structure
Minimum Investment:$25K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $5.0M | 1.00% |
| $5M+ | 1.00% |
Fees negotiable for accounts over $5,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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