Korving & Company offers investment advice and financial planning to help clients reach their long-term goals, such as retirement or education funding. Korving & Co. creates tailored investment strategies based on each client's objectives, risk tolerance, and preferences. They primarily invest in mutual funds, ETFs, bonds, and stocks. Financial planning services are also available for a separate fee and can include budgeting, retirement planning, and estate planning.
Assets Under Management$150M
Clients264
Advisors3
Avg. per Client$550K
Avg. per Advisor$49M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K - $500K | 1.15% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $5.0M | 0.80% |
| $5M+ | 0.80% |
Fees are negotiable for clients with $5,000,000 or more in assets under management. Certain legacy clients may have different fee schedules.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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