Kevin Kral is a CFP, PFS-designated registered investment advisor at Kral Financial Advisors, LLC, based in Plymouth, MI, with 16 years of industry experience. Kevin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 5 more. Their firm serves 55 clients with $220M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.80% |
| $500K - $1.0M | 0.70% |
| $1.0M - $1.5M | 0.60% |
| $1.5M - $2.0M | 0.50% |
| $2M+ | 0.40% |
Fees may be negotiable.
Fee Estimator
Location
Plymouth, MI
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Kevin owns Kevin Kral & Associates, a non-investment related business offering tax preparation services since 2006. He spends a few hours per week on this seasonal work.
Employment History
Current Registrations
Kral Financial Advisors, LLC
State Registrations1 state
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