K-12 Planning offers investment management services where they manage client funds based on individual needs, creating and managing portfolios based on investment policy and allocation targets. They also offer financial planning services, including business planning, cash flow and debt management, college savings, employee benefits optimization, estate planning, financial goals, insurance, investment analysis, retirement planning, risk management, student loan planning, and tax planning strategies. Financial planning is offered on a project basis or ongoing.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1000K | 0.95% |
| $1.0M - $1.5M | 0.90% |
| $1.5M - $2.0M | 0.85% |
| $2M+ | 0.85% |
Fees are negotiable for accounts above $2,000,000. Full Service Clients (Investment Management, Financial Planning, and Tax Preparation Included) have a different fee schedule: $0 - $999,999: 1.20%, $1,000,000 - $1,999,999: 1.10%, $2,000,00 - $2,999,999: 1.00%, $3,000,000 - $3,999,999: 0.90%, $4,000,000 - $4,999,999: 0.80%, $5,000,000 and Above: Negotiable