Kaylin Dillon Financial Planning provides one-time financial plans, ongoing financial planning, and investment management services. The firm works with individuals, couples (including prenuptial planning), and businesses. Kaylin Dillon Financial Planning tailors its services to each client's needs, considering their goals, risk tolerance, and time horizon.
Assets Under Management$15M
Clients34
Advisors1
Avg. per Client$430K
Avg. per Advisor$15M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.5M | Included |
| $1.5M - $5.0M | 0.48% |
| $5M+ | Included |
For clients with at least $1,500,000 in assets under management, the annual fee is 0.48% of assets. Clients with less than $1,500,000 in assets under our management are charged a fixed annual fee of $7,200. The maximum annual fee for this service is $24,000. Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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