KML Financial Services Group offers financial planning services in line with the Certified Financial Planning Board of Standards. KML specializes in investment management. KML provides ongoing management with comprehensive reviews and reports at least quarterly. KML also provides one-time or periodic investment analysis.
Assets Under Management$22M
Clients29
Advisors2
Avg. per Client$750K
Avg. per Advisor$11M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1000K | 1.15% |
| $1M+ | 1.00% |
Fees are negotiable on a client-by-client basis.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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