Overview

Headquarters
West Deptford, NJ
Total Firm Assets
$633 million
Average High-Net-Worth Client Portfolio Size
$2.6 million

Fee Disclosure

Source: KIG DISCLOSURE BROCHURE (2026-02-06) · View brochure text

MinMaxDisclosed Annual Rate
$0 $200,000 1.75%
$200,001 $500,000 1.50%
$500,001 $1,000,000 1.00%
$1,000,001 $3,000,000 0.75%
$3,000,001 $7,500,000 0.50%
$7,500,001 and above 0.25%
Estimated Annual Advisory Fees
Portfolio ValueEstimated Annual FeeEffective Fee Rate
$1 million $13,000 1.30%
$5 million $38,000 0.76%
$10 million $56,750 0.57%
$50 million $156,750 0.31%
$100 million $281,750 0.28%

Actual fees may vary; other investment costs may apply.

Clients

High-Net-Worth Share of Firm Assets
48.68%
Number of High-Net-Worth Clients
120
Total Client Accounts
2,641
Discretionary Accounts
2,641

Services Offered

Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection

Regulatory Filings

SEC CRD Number
322605

View firm on SEC ↗ · Current Form ADV (PDF) ↗

Frequently Asked Questions

Related Resources

Find Similar Advisors

Browse NJ advisors

Learn About Fees

How advisor fees work and what to expect

Compare Top Firms

Forbes and Barron's rankings of leading RIAs

Advisor Selection Guide

Understanding advisor types and credentials