Kalinowsky Asset Management offers personalized financial planning and investment management. Services include determining financial objectives, identifying financial problems, cash flow management, tax planning, investment management, education funding, retirement, and estate planning. Kalinowsky Asset Management is a fee-only firm and does not accept commissions.
Assets Under Management$220M
Clients77
Advisors2
Avg. per Client$2.9M
Avg. per Advisor$110M
Fee Structure
Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.80% |
| $2.0M - $3.0M | 0.70% |
| $3.0M - $4.0M | 0.60% |
| $4M+ | 0.40% |
Fees are negotiable. Current client relationships may exist where the fees are higher or lower than the fee schedule above.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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