Krm Financial Planning & Wealth Management, LLC
Fee-Only (% of Portfolio)Fixed/Hourly
KRM Financial Planning & Wealth Management provides investment management services using model portfolios created by KRM or third-party money managers. KRM recommends asset allocations and investment strategies, and monitors the performance of the third-party managers. KRM also offers financial planning services covering risk management, expense and income planning, tax planning, investment management, retirement planning, and estate planning. KRM may recommend fee-based variable annuities.
Assets Under Management$0
ClientsN/A
Advisors2
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 0.75% |
| $1.0M - $2.5M | 0.65% |
| $2.5M+ | 0.55% |
Advisory fees are dependent upon several factors including average account size, number of accounts, fee structures of third-party model providers, if applicable. Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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