Keep It Simple Financial Planning provides financial planning services on a fixed-fee basis and ongoing advisory and investment management services based on a percentage of assets managed. Financial planning focuses on retirement-related considerations. Investment management includes portfolio management, monitoring, and financial guidance. KISFP also offers educational seminars.
Assets Under Management$71M
Clients92
Advisors1
Avg. per Client$770K
Avg. per Advisor$71M
Fee Structure
Planning is included in investment management (also available separately)
Minimum Annual Fee:$12,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $5.0M | 0.80% |
| $5M+ | 0.65% |
Fees are negotiable at the firm's discretion. Minimum annual fee: $12,000 (may be waived).
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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