Klocke Capital Group provides ongoing portfolio management services tailored to individual client goals, objectives, time horizons, and risk tolerance. They create an Investment Policy Statement for each client to guide investment decisions. Klocke Capital Group manages investments in mutual funds, equities, bonds, ETFs, and other securities. They request authority to make trades without client permission for each transaction.
Assets Under Management$98M
Clients107
Advisors1
Avg. per Client$920K
Avg. per Advisor$98M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1.0M | 1.75% |
| $1M+ | 1.50% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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