RK
CFP
RK
CFP
Richard Kaser
35 Years of Experience
Toledo, OH
1 Disclosure
Richard Kaser is a CFP-designated registered investment advisor at Kmg Fiduciary Partners, LLC, based in Toledo, OH, with 35 years of industry experience. Richard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 1,338 clients with $1.6B in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
11 advisors
Number of Clients
1,338 clients
Average Client Portfolio
$1.2M average
Assets Under Management
$1.6B
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
KMG Fiduciary Partners may negotiate a different fee rate for certain client holdings.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
7530 Kings Pointe Road, Toledo, OH, 43617
Get directionsHistory
Regulatory History (1)
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Customer Dispute
September 2004Denied
Employment History
Current Registrations
Kmg Fiduciary Partners, LLC
September 2018 - Present · 7 yrs 7 mos
Previous Registrations
Morgan Stanley
June 2009 - September 2018 · 9 yrs 3 mos
Morgan StanleyBroker
June 2009 - September 2018 · 9 yrs 3 mos
Morgan Stanley & CO. Incorporated
April 2009 - June 2009 · 2 mos
Morgan Stanley & CO. IncorporatedBroker
April 2009 - June 2009 · 2 mos
UBS Financial Services INC.
January 1999 - May 2009 · 10 yrs 4 mos
UBS Financial Services INC.Broker
January 1992 - May 2009 · 17 yrs 4 mos
Continental Capital Securities, INCBroker
August 1990 - January 1992 · 1 yr 5 mos
State Registrations3 states
MAOHTX
Advisor
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.