Kissling Financial Services offers custom portfolio management on a discretionary or non-discretionary basis, using a tactical allocation strategy. They invest in various securities, including stocks, bonds, mutual funds, and partnerships. Kissling also provides financial planning services covering budgeting, retirement, Social Security, investments, tax, estate planning, and insurance. Services are tailored to individual client needs.
Fee Structure
Kissling Financial Services charges an annual management fee based on the value of your portfolio, paid quarterly in advance. The fee can be up to 2.0% per year, depending on the investment strategy and the size of your account. The fee may be negotiable. If you also use Kissling for financial planning, you won't be charged an hourly fee for the assets included in the financial planning advice.