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Kirchenbauer Financial Management & Consulting
Serves a Diverse Client Base
in the
Washington, D.C. Metro Area, Virginia, San Francisco, the Bay Area
and throughout the United States
Our Fee Structure Our fee arrangement reflects our commitment to providing clients with consistent, ongoing life and wealth advice regardless of the ups and downs of financial markets or their situations. We have a base annual "advisory" fee, paid in quarterly increments, and when we oversee and manage a client's investment assets, we also receive a smaller "assets under management" fee, also paid in quarterly increments. Our advisory fees begin at $7,500 a year and are based on the client's financial situation and the expected complexity of their overall life/ wealth needs. Our assets under management fees start at 0.50% annually and decline to 0.35% for larger amounts of assets under management. KFMC is a fee-only firm. We do not receive commissions from investment transactions or insurance companies. |
Client Quarterly Letters Client Profiles Resources & Links Directions to Our Office SPECIAL INTEREST Early Affluence Sudden Wealth Financial Planning for Women We Make the Process Easy Many of our clients have the knowledge and know what they would like to do...but they just don't have the time. Others have limited financial knowledge. We understand that managing your finances is not an easy task, and we want to make the process as easy and stress free as possible. Completely Confidential We also understand the sensitive issue of sharing one's personal financial stituation, and we hold your information in the highest confidentiality. Free Initial Consultation Because this is such an important decision for your life, we want you to feel completely comfortable with us. So, we invite you to have a free initial consultation to determine whether our firm is the right fit for you. Schedule Lisa to Speak at Your Next Event Lisa Kirchenbauer is often invited to speak at events sponsored by corporations and organizations. Contact KFMC to schedule Lisa to speak at your next event. |
Kirchenbauer Financial Management & Consulting
200 North Glebe Road, Suite 812 / Arlington, VA 22203
703-387-0919, ext. 501
Toll Free: 877-678-8880 / FAX: 703-387-0918
www.kfmcfinancial.com / e-mail: info@kfmcfinancial.com
copyright 2007 KFMC
