KitchenSink Financial Planning (KSFP) manages investment portfolios and provides financial planning services. Planning covers retirement, risk management, college savings, cash flow, debt management, work benefits, and estate planning. KSFP also offers comprehensive financial planning with ongoing coaching and plan monitoring. KSFP may recommend KitchenSink Tax Services (KSTS) for tax preparation, a related company.
Assets Under Management$1K
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$1K
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Minimum Annual Fee:$3,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $300K | 1.00% |
| $300K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $3.0M | 0.50% |
| $3M+ | 0.25% |
Households with $300,000 or less under management are subject to a $3,000 minimum annual fee. Clients who also use KSFP for ongoing financial planning receive investment management at no additional cost.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...