Where Smart Money Goes.®
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Where Smart Money Goes.® |
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Fee Structure Karmikel Investments is a fee-only advisor. We do not generate any commissions from selling or trading of any given security. Our fee structure allows us an unbiased view to select the right financial plans and the right financial products for your financial situation, to meet your financial goals. Karmikel Investments is committed to assisting our clients in meeting their retirement and other long-term financial goals. As an incoming client you will receive a complete and comprehensive review of your entire financial estate. Working together we will accurately define and document your complete financial profile. Then we will create a detailed, personalized financial model that will assist us in projecting your future estate balance, performing what-if analysis, conducting alternative plan comparisons using various metrics, and selecting an asset allocation plan that will help you to reach your financial goals. For more information on our initial review procedures, see Services Provided elsewhere on this site. Our comprehensive initial account review fee starts at $950. This is a one-time fee which covers a life time of financial model revisions as your financial goals and contributions change. After the initial review, Karmikel Investments charges a low priced annual retainer based on a percentage of assets being managed. Our fees are billed in arrears at the end of each quarter and are pro-rated for the first month you sign on with us. Our fees are based on the amount of assets under management. It is a tiered structure of .70 for accounts between $100,000 and $500,000, .55% for accounts between $500,000 and $1,000,000, .50% for accounts from $1,000,001 and $2,000,000, .35% for accounts from $2,000,001 to $4,000,000, .20% for accounts from $4,000,001 to $6,000,000, .15% for accounts from $6,000,001 to $10,000,000 and is .10% for accounts greater than $10,000,000. Copyright © 2008 Karmikel Investments - ALL RIGHTS RESERVED |
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Active vs. Structured Management Wealth Transfer, Legacy Planning & Charitable Giving
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