Kindred Financial LLC provides ongoing portfolio management services tailored to each client's goals, objectives, time horizon, and risk tolerance. They create an Investment Policy Statement for each client and construct a plan to aid in the selection of a suitable portfolio. KF LLC also offers financial planning services covering investment planning, life insurance, tax concerns, retirement planning, college planning, and debt/credit planning.
Assets Under Management$21M
Clients55
Advisors1
Avg. per Client$390K
Avg. per Advisor$21M
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 | 0.95% |
| $2.0M - $4.0M | 0.50% |
| $4M+ | 0.25% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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