Kleinfelder Capital offers wealth management solutions to individuals, high net worth individuals, families, trusts, estates, businesses, and retirement plans. Services are tailored to each client's unique needs and typically include financial planning and investment management. Kleinfelder Capital acts as a fiduciary, upholding a duty of loyalty, fairness, and good faith towards each client.
Assets Under Management$380M
Clients498
Advisors3
Avg. per Client$760K
Avg. per Advisor$130M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $1000K | 1.00% |
| $1.0M - $2.0M | 0.80% |
| $2.0M - $5.0M | 0.65% |
| $5.0M - $10.0M | 0.55% |
| $10M+ | 0.55% |
Fees may be negotiable at the sole discretion of the Advisor.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...