KRH Investments, owned and operated by Kristopher Ryan Hallengren, provides financial planning and investment management services. KRH creates personalized investment strategies based on each client's goals, risk tolerance, and time horizon, documented in an Investment Policy Statement. KRH may request authority to make trades without asking you first. KRH Investments manages approximately $1.3 million in investments.
Assets Under Management$1.3M
Clients10
Advisors1
Avg. per Client$130K
Avg. per Advisor$1.3M
Fee Structure
Minimum Investment:$5K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.00% |
| $250K+ | 1.00% |
Fees are negotiable. The fee above $250,000 is between 0.50% and 1.00%, the higher value was used.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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