Kusske Financial, INC.
Assets Under Management
$3.2M
Number of Clients
12
Number of Advisors
5
Average Client AUM
$264K
AUM per Advisor
$635K
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
KUSSKE FINANCIAL, INC. offers personalized financial planning services, including determining financial objectives, identifying financial problems, cash flow management, tax planning, insurance review, investment management, education funding, retirement planning, and estate planning. Investment advice is provided, but clients make the final decisions. The firm also furnishes advice on non-securities matters.
Fee Structure
KUSSKE FINANCIAL, INC. charges fixed and hourly fees. Financial plans range from $750 to $2,500 and are negotiable, based on the complexity of the client's situation. Hourly planning services range from $250 to $350 per hour for limited scope engagements. Some work is done at no cost at the advisor’s discretion.
Areas of Practice
Location
11980 Portland Ave S, Burnsville, MN, 55337