The Kalish Group provides investment advice and manages investments for individuals, high net worth individuals, families, trusts, estates, businesses, and charities. They offer financial planning and consulting services as part of their investment management. The Kalish Group works with clients to understand their financial situation and goals, then creates a financial plan and manages investments to help them achieve those goals. They review and update financial plans at least annually.
Assets Under Management$27M
Clients23
Advisors1
Avg. per Client$1.2M
Avg. per Advisor$27M
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable and will not exceed 1.00%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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