Create remarkable financial achievements with
our assistance
We are an independent registered investment advisor firm devoted to providing straightforward, beneficial and strategic strategies.
FINANCIAL PLANNING PROCESS
- Establishing and Defining the Client-Advisor Relationship
- Gathering Client Financial Data Including Risk Tolerance and Goals
- Analyzing and Evaluating Client Financial Data
- Develop and Present Customized Plan Developed to Help Grow and Protect Your Wealth
- Implement Recommendations
- Monitoring Investment Portfolio to Planning Recommendations
- Periodically Rebalancing to Planning Recommendations or Because of Volatility in Investment Markets
Your Kravitz Group Holdings advisor will provide you access to comprehensive financial planning and ongoing investment portfolio management.
Our fees for financial planning services may either be a fixed fee or an hourly fee as noted below.
• Fixed Fees: We charge a fixed fee for financial planning services which generally ranges between $100 and $5,500. The fee is negotiable depending upon the complexity and scope of the plan, your financial situation, and your objectives.
• Hourly Fees: If you only require advice on a single aspect of your finances, we offer modular financial planning/general consulting services on an hourly basis. Our rate for such services is $250 per hour and is negotiable depending on the scope and complexity of the plan, your financial situation, and your objectives.
In both cases, an estimate of the total time/cost will be determined at the start of the advisory relationship.
In limited circumstances, the cost/time could potentially exceed the initial estimate. In such cases, we will notify you in advance and request that you approve the additional fee.
Fees are due upon completion of services rendered.
In addition to a traditional financial planning we also offer a holistic financial planning approach. In broad terms holistic financial planning identifies and takes into consideration the entirety of a clients financial situation both present and on into the future.
Our fees for holistic financial planning are as follows:
• $5,000/year for non-accredited investors
• $7,500/year for accredited investors
• $10,000/year for a qualified client
• $30,000/year for a qualified purchaser
Or 1-2% of assets under management.
Clients can also elect to pay holistic financial planning fees using a formula, which is based on net worth, income, and filing status.
We also offer comprehensive, fee-only financial advisory services:
As a fee-only firm, we aim to be upfront about our fee’s. Our minimum required annual fee is $5,000 and is based on net worth to reflect the fact that we look at your entire financial picture. Our fees are Retainer-Based, which means we charge an annual, fixed-fee based on your financial assets under management. These fees are determined as follows:
| Kravitz Group Holdings, LLC. Client Net Worth* | Yearly Fee |
| <$1M – non accredited unless income includes | $5,000 |
| $1M+ | .6% of net worth unless half, or more, of your net worth is in real estate. In this case, the fee drops to .4% of net worth. |
| $5M+ | Can be based on AUM. Minimum fee of $20,000. |
*Net worth is the value of all the non-financial and financial assets owned by an individual minus the value of all their outstanding liabilities.
If a conflict exists between the interest of our firm and the interests of you, the client. You are under no obligation to act upon our recommendations, and if you elect to act on any of our recommendations, you are under no obligation to effect the transactions through our firm.
Either you or our firm may terminate the financial planning agreement within five days from the date of acceptance without penalty to you. After the five-day period, either party may terminate the financial planning agreement by providing written notice to the other party. You will incur a pro rata charge for services rendered prior to the termination of the agreement.
Refunds are not applicable since fees are paid upon completion of services rendered.
Enhance Your Competitive Advantage And Establish Strategic Investment Dominance
Let us show you the Kravitz Group Holdings, difference.