KF Group, operating as Klingenstein Fields Advisors, offers wealth management and investment consulting services. For individuals and families, KF Group creates wealth plans and investment programs tailored to their specific needs, considering factors like liquidity, risk tolerance, and financial goals. For non-profits, KF Group provides modeling information and guidance to help them make integrated financial decisions. KF Group can invest in various domestic and foreign investments, including equities, bonds, mutual funds, and private equity.
Assets Under ManagementN/A
Clients55
AdvisorsN/A
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
The annual rate ranges up to 1.00%, with reduced fees for larger accounts. Specific fees are detailed in each client’s investment advisory agreement.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
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