| Assets Under Management | Annual Fee |
|---|---|
| Up to $200K | 1.75% |
| $200K - $500K | 1.50% |
| $500K+ | 1.00% |
Fees are negotiable in certain cases. Minimum annual advisory fee of $175.
KIG is compensated for advisory services by receiving fees from clients based on a percentage of assets under management. The annual fees are negotiable in certain cases. KIG generally requires a minimum annual advisory fee of $175. Project Based Financial Planning is done on a fee basis that is calculated using a quasi-hourly rate based upon the complexity level of the situation and the estimated time involved.
50 Washington Street, Suite 3B, Columbus, IN, 47201
Get directionsMichael is the 100% owner and president of Provident Lending, Inc., a real estate holding company, dedicating minimal time to oversight and bookkeeping. He is also a 50% owner and managing partner of C&Q Realty LLC, another real estate holding company, spending minimal time as a bookkeeper.