KRS Tax & Investments Inc. provides ongoing portfolio management services tailored to each client's individual goals, risk tolerance, and time horizon. KRSTI creates an Investment Policy Statement for each client, outlining their current financial situation. KRSTI requests authority to make investment decisions and execute transactions without prior permission from the client. KRSTI generally limits its investment advice to mutual funds, fixed income securities, real estate funds, insurance products including annuities, equities, ETFs, treasury inflation protected/inflation linked bonds and non-U.S. securities.
Assets Under Management$12M
Clients20
Advisors1
Avg. per Client$600K
Avg. per Advisor$12M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1M+ | 0.50% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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