Kipling & Co. is a financial planning firm that helps individuals and small businesses with retirement, insurance, tax, and estate planning. Kipling & Co. also provides investment and portfolio planning, recommending general or tailored investment approaches for retirement and other savings goals. Kipling & Co. does not sell products or collect commissions, and is legally required to act in your best interest.
Assets Under Management$5.8M
Clients26
Advisors1
Avg. per Client$220K
Avg. per Advisor$5.8M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees do not exceed 1.00% per year.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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