The Von Dohlen Knuffke Financial Group (TVDKFG) provides financial planning, consulting, and asset management services to individuals, families, and businesses. TVDKFG helps clients create a Financial Road Map to achieve their financial goals. For asset management, TVDKFG works with subadvisors to manage client accounts. TVDKFG also offers assistance with establishing brokerage accounts and fixed-fee project-based services.
Assets Under ManagementN/A
Clients15
Advisors2
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Management Fee and account minimums are negotiable based upon prior relationships as well as related account holdings.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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