Assets Under Management
$300.4M
Number of Clients
554
Number of Advisors
4
Average Client AUM
$542K
AUM per Advisor
$75.1M
Compensation
Fee-Only (AUM)Fixed/Hourly
Kessler Investment Group provides asset management services through separately managed accounts, offering various strategies suitable for long-term investors. They also offer financial planning services covering investment, insurance, tax, retirement, college, and debt planning. KIG also acts as a sub-adviser to third-party firms.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $200K | 1.75% |
| $200K - $500K | 1.50% |
| $500K+ | 1.00% |
These annual fees shall be negotiable in certain cases.
50 Washington Street, Suite 3B, Columbus, IN, 47201