Why You Should Choose a CFP
Why You Should Choose a CFP
The KMI Difference
The differences we offer are in incentive, performance, reporting, and last and most importantly, safety.
KMI Wealth & Tax ManagementWe are investment & tax management consultants. There are four major differences between what we do as consultants from what your broker, banker, financial planner, insurance agent, or any other financial... read more
Our Fees
| FREE Initial Consultation | Hourly Rate |
| $100 | |
| Portfolio Size | % of Portfolio |
| $50,000 to $499,999 | 0.90% |
| $500,000 to $999,999 | 0.85% |
| $1,000,000 to $1,999,999 | 0.80% |
| $2,000,000 to $2,999,999 | 0.70% |
| $3,000,000 to $4,500,000 | 0.60% |
| $4,500,001 to $7,000,000 | 0.50% |
| $7,000,001 to $10,000,000 | 0.25% |
| Over $10,000,000 | 0.15% |
Effective 08/17/08 |
