Our Services
Asset Management
Fee-Only Financial Advisers
As fee-only financial advisers, we have a fiduciary duty to act in each client’s best interest at all times. We are not tied to proprietary investment products that are associated with a particular brokerage house, and do not receive commissions or other backend advisory compensation from third parties. We build portfolios based on a thorough analysis of your risk capacity and risk tolerance. Our Asset Management services include quarterly rebalancing of your portfolio, ongoing as-needed service to your accounts, annual portfolio review meetings, ongoing access to your advisers throughout the year, and comprehensive financial planning services offered at no extra charge.
Kroeger Financial Partners Advisory Fee Schedule
| Assets Under Management | Annual Management Fee | Quarterly Management Fee |
|---|---|---|
| Up to $1,000,000 | 1.25% | .3125% |
| $1,000,001 to $2,000,000 | 1.0% | .25% |
| $2,000,001 to $5,000,000 | .75% | .1875% |
| $5,000,001 to $10,000,000 | .65% | .1625% |
| Above $10,000,000 | .5% | .125% |
* Annual Tax Preparation for personal tax returns is included in the annual Advisory Fee for most Asset Management clients. Complex returns may incur an additional fee. Client will be informed of any fees prior to receiving tax preparation services.
Hourly Consultations
Need Guidance?
Get general guidance on life events such as divorce, sudden windfall, home sale or purchase, tax planning, retirement, inheritance, etc. This is a limited scope of service and does not take into account your full financial picture, nor does it constitute a Financial Plan. Typically your specific questions can be answered in 1-2 appointments.
Fee: $250-$350/hr
* Please note that some questions or scenarios may be out of the scope of this service. In order to provide personalized, suitable investment advice, Kroeger Financial Partners would need to collect and analyze specific data sets, which is part of our Asset Management service. One of our advisers will schedule a phone call with you prior to an appointment to determine the scope of your consultation.
What Sets Us Apart?
Tax Optimized Planning
At Kroeger Financial Partners, we set ourselves apart with years of experience in income tax preparation. Our advisers are also certified tax preparers, and this expertise is integrated into every financial planning recommendation. This means your financial plan will always be Tax-Optimized and specific to you. While most advisers will put it on you to check with your tax professional before making investment decisions, we’re steps ahead- leaving you with one less thing to worry about.
