Kessler Planning Group (KPG) offers portfolio management services based on individual client goals, objectives, time horizon, and risk tolerance. KPG creates a plan to aid in the selection of a portfolio that matches each client's specific situation. KPG also offers financial planning services, which may include investment planning, life insurance, tax concerns, retirement planning, college planning, and debt/credit planning.
Assets Under Management$43M
Clients57
Advisors1
Avg. per Client$750K
Avg. per Advisor$43M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.20% |
| $1.0M - $2.0M | 0.80% |
| $2M+ | 0.60% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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