Asset Management

As Fee-Only Financial Advisers, we have a fiduciary responsibility to advise clients in their best interest. There is no hidden agenda, no proprietary investment products that are associated with a particular brokerage house. Our asset management services include quarterly rebalancing of your portfolio based on your individual risk score and asset allocation, ongoing service to your accounts as needed, and Annual Portfolio Review meetings.

As an Asset Management client, you will have access to our Client Portal. The Portal provides current performance reports, account activity and information, a report builder, and additional information and commentary from your advisor. The Portal can be accessed online, or using the secure Kroeger Financial Mobile Advisor App (available in the app store).

Fee Schedule:

1% annually for assets up to $1,000,000
0.5% annually for assets above $1,000,001

There is a $200,000 investment minimum for Asset Management Services.

As Fee-Only Financial Advisers, we have a fiduciary responsibility to advise clients in their best interest. There is no hidden agenda, no proprietary investment products that are associated with a particular brokerage house. Our asset management services include quarterly rebalancing of your portfolio based on your individual risk score and asset allocation, ongoing service to your accounts as needed, and Annual Portfolio Review meetings.

As an Asset Management client, you will have access to our Client Portal. The Portal provides current performance reports, account activity and information, a report builder, and additional information and commentary from your advisor. The Portal can be accessed online, or using the secure Kroeger Financial Mobile Advisor App (available in the app store).

Fee Schedule:

1% annually for assets up to $1,000,000
0.5% annually for assets above $1,000,001

There is a $200,000 investment minimum for Asset Management Services.

Need Some Personalized Advice?

We are here to help!
We will happily guide you in the right direction

GET IN TOUCH

Get Your Free Risk Number

Get a FREE portfolio risk analysis
Takes only a couple minutes to complete

GET STARTED