Kessler Investment Group manages investment portfolios and provides financial planning for individuals, high-net-worth clients, retirement plans, and trusts. The firm offers several investment strategies covering growth stocks, exchange-traded funds, balanced portfolios, and dividend-focused equities, using a combination of fundamental and technical analysis to navigate market cycles. In addition to portfolio management, Kessler Investment Group offers project-based financial planning covering topics such as investment planning, insurance, taxes, retirement, college savings, and debt management. Client accounts are held at third-party custodians such as Schwab Advisor Services and Fidelity Brokerage Services.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $200K | 1.75% |
| $200K - $500K | 1.50% |
| $500K+ | 1.00% |
Fees are negotiable in certain cases. There is a minimum annual advisory fee of $175.