Kastler Financial Planning provides financial planning and investment management services. Financial planning includes evaluating a client's current and future financial state, covering areas like net worth, cash flow, insurance, retirement, investments, college planning, and estate planning. Investment management involves creating and managing a portfolio based on a client's investment policy statement and asset allocation targets. Kastler Financial Planning uses Charles Schwab as custodian.
Assets Under Management$300K
Clients5
Advisors1
Avg. per Client$60K
Avg. per Advisor$300K
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.20% |
Fee is a tiered flat-fee schedule based on assets under management and is negotiable. The annual advisory fee is paid quarterly in arrears based on the value of Client’s assets under management as of the last day of the billing period.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...