Kane Financial, LLC manages investment portfolios and provides financial planning services. For investment management clients, financial planning is included at no additional charge. For non-investment management clients, financial planning is billed hourly. Kane Financial also provides employee benefit plan services to employer plan sponsors.
Assets Under Management$57M
Clients351
Advisors2
Avg. per Client$160K
Avg. per Advisor$28M
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% |
| $1M+ | 0.50% |
Fees are negotiable. For assets held in a Fee-Based Variable Annuity, Kane Financial charges an annual advisory fee of 0.50%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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