Kroeger Financial Partners is an investment management and financial planning firm that builds customized portfolios primarily using exchange-traded funds and mutual funds. The firm provides discretionary portfolio management alongside comprehensive financial planning and tax preparation services for its clients. Kroeger Financial Partners focuses on tailoring investment strategies to each client's specific goals, time horizons, and risk tolerance. In addition to managing investments, the firm offers hourly financial advising for individuals who do not want ongoing portfolio management. Kroeger Financial Partners operates as a fee-only firm and does not sell insurance or commissioned products.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $1.0M | 0.65% |
| $1M+ | 0.50% |
Accounts within the same household may be combined for a reduced fee. Fees are billed quarterly in advance.