Kessler Investment Group (KIG) offers investment management services, providing discretionary portfolio management using various strategies like Capital Growth and Balanced. KIG also provides financial planning services covering investment, insurance, tax, retirement, college, and debt planning. KIG also acts as a sub-advisor to third-party firms.
Assets Under Management$300M
Clients554
Advisors3
Avg. per Client$540K
Avg. per Advisor$100M
Fee Structure
Planning is included in investment management (also available separately)
Minimum Annual Fee:$175
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $200K | 1.75% |
| $200K - $500K | 1.50% |
| $500K+ | 1.00% |
Fees are negotiable in certain cases. Minimum annual advisory fee of $175.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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