Krueger Asset Management (KAM) offers investment management and financial planning services to individuals, high net-worth individuals, businesses, and charities. KAM is a fee-only firm, meaning it only gets paid by its clients. KAM provides ongoing investment advice and creates personalized investment plans. KAM also offers project-based financial planning for specific needs, covering topics like business planning, cash flow, college savings, estate planning, insurance, retirement, risk management, and tax strategies.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $2.0M | 1.10% |
| $2M+ | 1.00% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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