Kahler Financial Group, INC.
Assets Under Management
$173.9M
Number of Clients
97
Number of Advisors
4
Average Client AUM
$1.8M
AUM per Advisor
$43.5M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Kahler Financial Group provides integrated financial planning and investment management services to business owners, professionals, retirees, and families. They blend financial planning with clients' emotions and beliefs about money. Services include financial planning, investment portfolio management, and specialized problem-solving.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $780K | 1.30% |
| $780K - $1.8M | 1.00% |
| $1.8M - $3.7M | 0.80% |
| $3.7M - $8.0M | 0.55% |
| $8.0M - $18.0M | 0.50% |
| $18M+ | 0.50% |
Fees negotiable over $18,000,000
Fee Estimator
You'll pay an annual fee based on the value of your investment assets under management. The fee schedule for financial planning clients starts at 1.30% for the first $780,000, decreasing to 0.50% for assets between $8,000,000.01 and $18,000,000, with fees negotiable above $18,000,000. Investment-only clients have a different fee schedule. Financial planning clients also pay a one-time data-gathering and design fee of up to 50% of the annual financial planning fee. Financial Planning clients have a minimum quarterly fee of $1,875. Hourly consulting is available at $350-$990 per hour depending on the advisor.
Areas of Practice
Location
1010 9th Street, Suite 1, Rapid City, SD, 57701
