Klaas Financial Asset Advisors, LLC.
Assets Under Management
$632.1M
Number of Clients
971
Number of Advisors
14
Average Client AUM
$651K
AUM per Advisor
$45.2M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Klaas Financial Asset Advisors provides discretionary portfolio management (KIP Wrap Fee Program), financial planning and consulting (Klaas 360), non-discretionary advisory services (Klaas Investment Consulting Services), and retirement plan services (Klaas 401K). Klaas 360 offers comprehensive financial planning and project-based consulting.
Fee Structure
Klaas 360 Comprehensive Financial Planning Services have an initial fee and a monthly program fee based on investable assets. For example, up to $1,500,000 of investable assets, the monthly fee is $275 and the initial fee is $1,650. For Project-Based Financial Consulting Services, they charge a fixed fee or $300/hour. Fees for Klaas 401K retirement plan consulting services may be based on a percentage of assets under advisement (0.05% to 1.0%) or may be a fixed fee.
Areas of Practice
Location
4707 Perry Ridge Lane, Loves Park, IL, 61111
