Kipi Financial Planning (KFP) offers portfolio management and financial planning services. KFP creates an Investment Policy Statement for each client, outlining their financial situation and risk tolerance, and constructs a plan to select a suitable portfolio. KFP requires authority to make trades without asking first. Financial plans may include investment planning, life insurance, tax concerns, retirement planning, education planning, and debit/credit planning.
Assets Under Management$5.5M
Clients18
Advisors1
Avg. per Client$310K
Avg. per Advisor$5.5M
Fee Structure
Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K+ | 0.50% |
Fees are generally negotiable. The advisory fee is calculated using the value of the assets in the Account on the last business day of the prior billing period.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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