The Kieckhefer Group provides investment advice tailored to your needs and investment goals. They require a written agreement outlining services and fees. They offer discretionary portfolio management, meaning they can make trades without your prior approval, but you can set restrictions. They review your financial situation and risk tolerance to provide suitable advice.
Assets Under Management$240M
Clients61
Advisors2
Avg. per Client$3.9M
Avg. per Advisor$120M
Fee Structure
Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $5.0M | 1.25% |
| $5M+ | 1.00% |
The management fee is negotiable at the Firm’s discretion.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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