Koon Financial Planning & Consulting (KFP&C) offers personalized financial planning and investment management services. These services include investment supervision, managing investment accounts, providing investment advice through consultation, and developing financial plans. KFP&C works with clients' other professional advisors, such as attorneys and accountants. Investment services include portfolio management, selection of other advisors, asset allocation, and advisory consulting. KFP&C creates customized financial plans and investment strategies tailored to individual client needs.
Assets Under Management$110M
Clients157
Advisors2
Avg. per Client$730K
Avg. per Advisor$57M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.50% |
Fees are negotiable for amounts over $10 million.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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