Klingshirn Investment Advisors offers portfolio management based on your goals and risk tolerance. They create investment proposals and manage portfolios with the ability to make trades without asking you first. They also provide financial plans covering investments, insurance, taxes, and estate planning. Additionally, Klingshirn offers CFO services for business owners, including budgetary and succession planning.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$50K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$1,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1000K | 2.00% |
| $1.0M - $2.0M | 1.50% |
| $2M+ | 0.50% |
Fees are not negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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