Kessler Financial Services
Assets Under Management
N/A
Number of Clients
Not reported
Number of Advisors
1
Average Client AUM
N/A
AUM per Advisor
N/A
Compensation
Commission-BasedFixed/Hourly
About This Firm
Kessler Financial Services provides investment advice through consultation, focusing on financial planning matters, taxation issues, and trust services, including estate planning. Investment advice is provided with the client making the final decision. The firm does not act as a custodian of client assets.
Fee Structure
Fees are based on hourly charges, fixed fees, and commissions, and are negotiable. Financial plans are priced according to the complexity of the client's situation. The minimum fee for a financial plan is $500. Follow-on implementation work is billed at $200 per hour. The hourly rate for limited scope engagements is $200. The minimum annual fee for a Retainer Agreement is $500 and is negotiable.
Areas of Practice
Location
45 East Julian Street, San Jose, CA, 95112