Our Services

Asset Management

Fee-Only Financial Advisors

As Fee-Only Financial Advisors, we have a fiduciary duty to act in each client’s best interest at all times. There is no hidden agenda, no proprietary investment products that are associated with a particular brokerage house. As an Asset Management client, you will work with your advisor to determine your goals & risk tolerance. From there, together you will develop a comprehensive financial plan. This service includes quarterly rebalancing of your portfolio; ongoing service to your accounts as needed; and Annual Portfolio Review meetings.

Kroeger Financial 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%
$5,000,000 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 would need to collect and analyze specific data sets, which is part of our Asset Management service. One of our advisors 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, we set ourselves apart with years of experience in income tax preparation. Our advisors 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 advisors 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.