Kral Financial Advisors offers financial planning and investment management services. They help clients build, manage, and protect their wealth. Services include creating customized investment plans, monitoring investments, and providing advice on various financial planning components such as retirement, education funding, and tax planning. Kral Financial Advisors primarily recommends no-load mutual funds and exchange traded funds.
Assets Under Management$220M
Clients55
Advisors1
Avg. per Client$4M
Avg. per Advisor$220M
Fee Structure
Investment management only (planning not offered)
Minimum Annual Fee:$3,500
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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...