Kanten Financial Services (KFS) provides investment advisory services using managed portfolios of mutual funds, stocks, and bonds tailored to individual client needs. KFS also offers financial planning services covering tax, investment, risk management, education, and estate planning. KFS creates a written Investment Policy Statement with each client to define investment goals, risk tolerance, and restrictions.
Assets Under Management$1.1M
Clients11
Advisors1
Avg. per Client$100K
Avg. per Advisor$1.1M
Fee Structure
Planning is included in investment management (also available separately)
Minimum Annual Fee:$50
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1000K | 0.75% |
| $1M+ | 0.50% |
Asset management fees are not negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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