KConnally Strategies manages investment portfolios and offers financial consulting services to individuals and families. KConnally Strategies builds customized investment strategies based on each client's specific goals, time horizon, and risk tolerance, with options for both trades made automatically on your behalf or trades approved by you first. In addition to portfolio management, KConnally Strategies provides modular financial consulting to help clients address specific topics such as retirement planning, cash flow analysis, risk management, tax reduction strategies, and estate preservation. KConnally Strategies does not require a minimum account size to open or maintain an account.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $750K | 0.85% |
| $750K - $1.0M | 0.75% |
| $1M+ | 0.50% |
Fees are negotiable based on factors such as historical relationships, asset types, and portfolio size.