Karpinski Financial, LLC offers financial planning and investment advice, including asset allocation, investment selection, retirement planning, college funding, and employee benefits analysis. Clients engage on a "pay as you go" basis. KF provides both Active and Strategic investment programs. The Strategic Asset Management program is a long-term buy and hold strategy, while the Active Management Program seeks trends in the market.
Assets Under Management$71M
Clients113
Advisors1
Avg. per Client$630K
Avg. per Advisor$71M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $50K | 1.25% |
| $50K - $100K | 1.25% |
| $100K - $250K | 1.10% |
| $250K - $500K | 0.90% |
| $500K - $1.0M | 0.70% |
| $1M+ | 0.50% |
This fee schedule is for the Strategic Asset Management (SAM) program. The Active Management Program (AMP) charges a flat 2.00% annually. Fees are negotiable and subject to individual determination.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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