Kruger Wealth Management refers clients to third-party investment advisory firms for asset management. Kruger Wealth Management helps clients identify their risk tolerance and investment objectives and then recommends third-party firms. Kruger Wealth Management also offers financial planning services covering retirement, insurance, college funding, estate planning, asset allocation, tax reduction, and investment planning. Kruger Wealth Management hosts educational workshops and seminars on general financial topics.
Fee Structure
Kruger Wealth Management does not directly manage your investments. Instead, Kruger Wealth Management refers you to third-party investment advisory firms, who charge a fee based on the value of your portfolio. Kruger Wealth Management receives a portion of that fee as a referral fee. The total fee you pay covers both the money manager's fee and Kruger Wealth Management's referral fee.