KRM Advisory Services offers portfolio management based on individual client goals and risk tolerance. They create an investment policy statement for each client. KRM Advisory Services also offers financial planning, which may include investment planning, life insurance, tax concerns, retirement planning, college planning, and debt/credit planning. KRM Advisory Services generally limits its investment advice to mutual funds, fixed income securities, real estate funds, insurance products including annuities, equities, ETFs and treasury inflation protected/inflation linked bonds.
Assets Under Management$2.2M
Clients10
Advisors1
Avg. per Client$220K
Avg. per Advisor$2.2M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.63% |
| $10M+ | 0.50% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...