Kaysi Gordon Financial Planning (KGFP) manages investment portfolios and offers financial planning services. Financial planning covers areas like business planning, cash flow, college savings, estate planning, insurance, retirement, risk management, and tax strategies. KGFP offers ongoing and project-based financial planning. KGFP tailors its services to individual client needs and goals.
Assets Under Management$10M
Clients32
Advisors1
Avg. per Client$310K
Avg. per Advisor$10M
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3M+ | 0.65% |
Fees are negotiable. Investment Management Services are available for Clients utilizing our Ongoing Financial Planning.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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