Klocker Investment Advisers

Fee-Only (% of Portfolio)

Klocker Investment Advisers provides investment management services tailored to your goals, with conservative, balanced, or aggressive approaches. They also offer hourly investment advice for clients who prefer to manage their own portfolios. Klocker Investment Advisers does not collect commissions on buying and selling investments.

Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A

Fee Structure

Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.25%

Fee is negotiable if assets are less actively managed.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1 Advisors at this firm