Get the services you need…
with no caveats.
Your cost is 100% transparent.
Klein Financial Advisors is a fee-only wealth management firm. As a fiduciary, our fees are 100% transparent, so you know exactly what your cost is, how much we make, and the value we provide.
Our services are suitable for individuals with at least $500,000 to invest. We charge an initial fee of $2,200 for initial planning and set up which is due at the start of the engagement. Once your plan is in place, we charge a minimum annual fee of $5,000. Your annual fee is based on your amount of assets under management according to our tiered schedule:
| Market Value of Portfolio | Annual Fee |
|---|---|
| Up to $1,000,000 | 1% |
| Assets between $1,000,001 and $3,000,000 | .80% |
| Assets between $3,000,001 to $5,000,000 | .60% |
| Assets above $5,000,000 | .50% |
Special pricing for divorce planning services
When you’re facing a divorce, your focus should be on making smart decisions. To keep the process as simple as possible, our Divorce Planning services are priced to meet your unique needs. Following our standard $5,000 retainer, we charge a flat rate of $380/hour, and our minimum fee is $3,500. As always, every charge is fully transparent.
Tax preparation services
We also offer tax preparation services for our advisory clients. Fees are based on the complexity of your return, starting at $350 for basic state and federal returns.
No caveats. No commissions.
Just services rendered for fees paid.
Isn’t that refreshing?