Kropog Financial offers investment advice and financial planning to individuals, high net worth individuals, trusts, estates, retirement plans, and businesses. Kropog Financial manages investments using exchange-traded funds, mutual funds, individual stocks, REITs, and alternative investments. Financial planning services cover investment planning, retirement planning, personal savings, education savings, and insurance needs. Kropog Financial also provides retirement plan advisory services to plan sponsors.
Fee Structure
Kropog Financial charges a percentage of your portfolio each year for wealth management services. The exact percentage depends on the complexity of your situation, the amount of assets managed, and your overall relationship with Kropog Financial, but it will not exceed 2.00% annually. This fee includes normal trading costs. Fees may be negotiable.