KMR Financial Advisory is an independent investment management firm offering financial planning and portfolio management. They create investment strategies based on each client's financial situation, allocating assets among cash, bonds, stocks, exchange-traded funds, and mutual funds. KMR Financial Advisory also develops comprehensive financial plans to define client goals and risk tolerances, which then informs portfolio construction and management.
Assets Under Management$9.3M
Clients14
Advisors1
Avg. per Client$660K
Avg. per Advisor$9.3M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.75% |
| $1.0M - $2.0M | 0.65% |
| $2.0M - $5.0M | 0.55% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.50% |
Fees negotiable for assets under management exceeding $10,000,000. Certain clients with pre-existing relationships may be charged different fees. Existing clients as of January 1, 2015, are charged under prior fee schedules.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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