Kanner Financial offers investment advisory services where they manage your investments for a fee based on the value of your portfolio. They also offer financial planning and consulting services, including estate and insurance planning, for a separate fee. Kanner Financial may recommend other professionals, like insurance agents, but you are not obligated to use them. They use a fundamental approach to investing and may use strategies like long-term and short-term purchases, short sales, margin transactions, and options.
Assets Under Management$100M
Clients139
Advisors2
Avg. per Client$730K
Avg. per Advisor$51M
www.linkedin.com/in/geoffrey-kanner-cfp ·www.kannerfinancialservices.com ·www.linkedin.com/company/kanner-financial-services
Fee Structure
Planning is included in investment management (also available separately)
Minimum Annual Fee:$4,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $2.0M | 0.80% |
| $2M+ | 0.60% |
Fees are negotiable and may vary based on several factors. A minimum quarterly fee of $1,000 is required.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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