Kinder Financial Services is a small firm specializing in financial planning and investment management. Financial planning includes tax, insurance, retirement, and estate planning. When managing client portfolios, Kinder Financial Services considers the client’s financial situation and risk tolerance. They primarily use general securities (stocks & bonds), mutual funds (including ETFs), government securities, and options. For alternative investments, they recommend other money managers and split the fee.
Assets Under Management$560K
Clients8
Advisors1
Avg. per Client$70K
Avg. per Advisor$560K
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K - $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1M+ | 1.00% |
Fees negotiable for amounts above $1,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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