KRS Capital Management is a fee-only registered investment advisor that helps clients build, manage, and preserve their wealth. KRS Capital Management offers investment management services and financial planning services. Investment management is ongoing and provides continuous advice. Financial planning services are provided on a fixed-fee project basis. KRS Capital Management tailors its services to each client's unique needs and goals.
Assets Under Management$190M
Clients42
Advisors1
Avg. per Client$4.5M
Avg. per Advisor$190M
Fee Structure
Planning is included in investment management (also available separately)
Minimum Annual Fee:$5,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.60% |
| $5M+ | 0.50% |
Fees are negotiable. Minimum annual fee of $5,000 may apply.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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