Charles Kasner Registered Investment Advisor LLC
Fee-Only (% of Portfolio)Fixed/Hourly
Charles Kasner Registered Investment Advisor LLC (CKRIA) provides investment management and financial planning services. Investment management involves creating a plan based on your goals and risk tolerance. Financial planning includes a full financial plan or consultation services on individual topics. CKRIA does not participate in wrap fee programs.
Assets Under Management$6.2M
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$6.2M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $400K | 1.25% |
| $400K+ | 1.10% |
This is a breakpoint fee schedule, the entire portfolio is charged the same asset management fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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