Kilcullin Financial Life Planning provides financial planning and investment management services to individuals. Planning covers cash flow, college funding, retirement, risk management, estate, and tax strategies. Investment management involves creating a portfolio based on your risk profile and goals. Kilcullin Financial Life Planning does not provide legal, accounting, or insurance services.
Assets Under Management$58M
Clients111
Advisors1
Avg. per Client$520K
Avg. per Advisor$58M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1000K | 0.50% |
| $1.0M - $2.0M | 0.25% |
| $2M+ | 0.25% |
The asset-based fee is based on a blended tier. For the benefit of discounting your asset-based fee, Kilcullin Financial Life Planning will attempt to aggregate accounts for the same individual or two or more accounts within the same family, or accounts where a family member has power of attorney over another family member’s.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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