Kane Financial Planning provides financial planning advice on topics like cash flow, retirement, and estate planning. They also offer ongoing portfolio management services. The firm conducts an initial interview to discuss your situation and goals. If you engage Kane Financial Planning, they will analyze your financial needs and goals, and may request documents like wills, insurance policies, and tax returns. They also provide educational workshops on personal finance and investing.
Assets Under Management$6.2M
Clients10
Advisors1
Avg. per Client$620K
Avg. per Advisor$6.2M
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 - $1.0M | 0.75% |
| $1.0M - $2.0M | 0.50% |
| $2M+ | 0.50% |
Fees negotiable for accounts over $2,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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