The Klausman Group provides investment advisory and financial planning services. They help clients establish and monitor investment objectives, risk tolerance, asset allocation goals, and time horizon. They offer investment advisory services through Advisor Managed Fee Based Accounts and Third Party Managed Accounts. They also offer financial plans covering personal finance, insurance, estate, tax, cash flow, retirement, investment, and education planning.
Assets Under Management$25M
Clients28
Advisors1
Avg. per Client$880K
Avg. per Advisor$25M
Fee Structure
Investment management only (planning not offered)
For a full written financial plan, fees are normally charged on an hourly rate up to $300 per hour. Klausman may also charge a flat fee up to $2,000 unless agreed upon between the Investment Advisor Representative and the client.
One-Time Plan:Up to $2,000
Hourly Rate:Up to $300/hr
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