Kangpan & Co. provides ongoing financial strategy, investment management, and behavioral coaching to help clients meet their financial goals. They also offer standalone advisory services for clients who don't need ongoing management. Kangpan & Co. focuses on data-backed decisions and offers customized recommendations to optimize financial outcomes. They operate as a fee-only firm, avoiding commissions and prioritizing client interests.
Assets Under Management$12M
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$12M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.10% |
| $1.0M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.70% |
| $10M+ | 0.60% |
Fees may vary but are generally not negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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