KGL Advisors offers wealth management services to individuals and high net worth individuals. These services combine financial planning and investment advisory services, including portfolio customization based on client objectives, investment planning, retirement planning, and education savings. KGL Advisors creates customized solutions through personal client contact and discretionary investment management, constructing portfolios primarily of low-cost, diversified mutual funds and exchange-traded funds (ETFs).
Assets Under Management$30M
Clients28
Advisors1
Avg. per Client$1.1M
Avg. per Advisor$30M
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $1.0M | 1.50% |
| $1.0M - $2.5M | 1.25% |
| $2.5M - $5.0M | 1.00% |
| $5M+ | 0.75% |
Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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