Kroeger Financial Partners is a financial planning and investment management firm that also offers tax preparation services. Kroeger provides investment management services where they manage your investments for you. They also offer financial planning on an hourly basis. Kroeger does not sell insurance or annuities.
Assets Under Management$100M
Clients101
Advisors2
Avg. per Client$1M
Avg. per Advisor$51M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
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 - $10.0M | 0.65% |
| $10M+ | 0.50% |
Accounts within the same household may be combined for a reduced fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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