KG Consulting Group offers investment advice and portfolio management tailored to individual client needs. They provide both discretionary and non-discretionary portfolio management services. KG Consulting Group also offers financial planning services, ranging from broad-based planning to single-subject consultations. They also offer advisory consulting services on specific financial topics.
Assets Under Management$11M
Clients15
Advisors1
Avg. per Client$720K
Avg. per Advisor$11M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Minimum Annual Fee:$1,000
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Annual fee capped at $2,100. Fee is negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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