Kleinsmith Resource Management (KRM) provides ongoing investment management based on your individual goals and risk tolerance. KRM creates a plan to help select a portfolio that fits your specific situation. KRM also offers financial planning services, including investment planning, insurance, tax, retirement, college, and debt/credit planning. KRM generally advises on mutual funds, stocks, bonds, ETFs, real estate, and other investments.
Assets Under Management$6.5M
Clients33
Advisors1
Avg. per Client$200K
Avg. per Advisor$6.5M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
This fee is for Investment Supervisory Services. Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...