Koenig Investment Advisory offers investment management and financial planning services to individuals, high net worth individuals, and businesses. Koenig manages investments using mutual funds and exchange-traded funds, and provides financial planning advice on topics like cash flow, college savings, retirement, taxes, and estate planning. Koenig is a fee-only advisor, meaning they don't receive commissions.
Assets Under Management$260M
Clients293
Advisors3
Avg. per Client$880K
Avg. per Advisor$86M
www.linkedin.com/company/koenig-investment-advi... ·www.facebook.com/koeniginvestmentadvisory ·www.koeniginvestment.com
Fee Structure
Minimum Investment:$250K
Planning is included in investment management
Minimum Annual Fee:$2,500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.75% |
| $1M+ | 0.50% |
Households in an employer-based plan with more than $2 million in assets will pay a flat 0.5% fee.
Fee Estimator
Your Portfolio Value
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Estimated Annual Fee
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