Kirchner Financial Group (KFGLLC) provides ongoing portfolio management services tailored to each client's individual goals, risk tolerance, and time horizon. KFGLLC creates an Investment Policy Statement for each client, outlining their current financial situation. KFGLLC primarily recommends equities, but may also use mutual funds, fixed income securities, and ETFs to diversify portfolios. KFGLLC requests authority to make trades without asking first.
Assets Under Management$16M
Clients29
Advisors1
Avg. per Client$550K
Avg. per Advisor$16M
Fee Structure
Minimum Investment:$10K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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