Kiplinger Wealth Advisors provides financial planning and investment management services. Financial planning covers topics like budgeting, taxes, retirement, investments, insurance, and college planning. Asset management services are offered on a discretionary or non-discretionary basis, creating customized portfolios based on client objectives and risk tolerance. Kiplinger Wealth Advisors also offers retirement plan consulting services to employers.
Fee Structure
Kiplinger Wealth Advisors manages investments for a fee that ranges from 0.70% to 2.00% per year, and the exact fee is negotiable. The fee is calculated monthly based on the value of your account at the end of the previous month. The fee includes some custodian fees, but you may incur other charges imposed by the custodian, such as wire transfer fees. Clients in the Participant Account Management program will have their fee deducted from another account that Kiplinger Wealth Advisors manages. However, clients can request to pay by check or third-party payment vendor.