Kassouf Wealth Advisors provides financial planning, investment consulting, and asset management to individuals, businesses, and retirement plans. Kassouf Wealth uses academic research and Modern Portfolio Theory, focusing on diversification and passive investing with indexed and passive mutual funds. They prioritize keeping investment fees, expenses, and taxes low. They also offer an asset allocation program through Savant Wealth Management.
Assets Under Management$400M
Clients228
Advisors7
Avg. per Client$1.8M
Avg. per Advisor$57M
Fee Structure
Minimum Investment:$150K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.40% |
Fee schedule does not include management fees and expenses of mutual funds, brokerage commissions, transaction fees, custodial or recordkeeping fees or other expenses.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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