Kelly Klingaman Financial Planning (KKFP) provides ongoing financial planning and investment management services for a flat annual fee. KKFP works with clients to evaluate their financial situation, assess risks and opportunities, and develop recommendations to achieve their goals. KKFP also provides discretionary investment management services, managing individually tailored investment portfolios based on a client's Investment Policy Statement.
Assets Under Management$10M
Clients25
Advisors1
Avg. per Client$410K
Avg. per Advisor$10M
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | Included |
| $1.0M - $5.0M | 0.50% |
| $5M+ | 0.25% |
Investment management fees are included with the annual advisory service fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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