Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
4 advisors
Number of Clients
554 clients
Average Client Portfolio
$542K average
Assets Under Management
$300.4M

Fee Structure

AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $200K1.75%
$200K - $500K1.50%
$500K+1.00%

Fees are negotiable in certain cases. Minimum annual advisory fee of $175.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Minimum Annual Fee:$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.

Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEducation PlanningFinancial Planning & CoachingInsurance PlanningHigh Net Worth
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Advisor Information

Office location

50 Washington Street, Suite 3B, Columbus, IN, 47201

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Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Kessler Investment Group, LLC
September 2024 - Present · 1 yr 4 mos
Previous Registrations
Kessler Investment Group, LLC
January 2015 - November 2020 · 5 yrs 10 mos
State Registrations1 state
IN
Advisor
Exams
No exam information available for this advisor.