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Fees

As a fee-only wealth management firm, our fees are 100% transparent, so you know exactly what we make and the value we provide. 

 

For clients with whom we have an ongoing relationship, we offer an all-inclusive service whereby we provide a full suite of investment management and financial planning services. These services are charged on a tiered schedule that starts at 1.0%. The rate is determined by the value of your accounts and the complexity of your situation. The minimum annual fee for the all-inclusive services is $5,000 per year or $1,250 per quarter. 

 

For clients who require financial planning and consulting, the fee is based on the number of hours required to develop and present your plan at our hourly rate of $350. We develop and deliver the plan through a series of meetings. At any time during the planning process, we can be engaged to assume the investment management responsibilities for your portfolio.

Contact Us

4299 MacArthur Boulevard
Suite 100
Newport Beach, CA 92660
Phone: 949-477-4990
Fax: 714-464-4481
Email: This email address is being protected from spambots. You need JavaScript enabled to view it.

 

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Disclosure

All written content on this site is for information purposes only. Opinions expressed herein are solely those of Lauren S. Klein, President, Klein Financial Advisors, Inc. Material presented is believed to be from reliable sources and we make no representations as to its accuracy or completeness. Read More >