Overview

Headquarters
Grass Valley, CA
Total Firm Assets
$111 million
Average High-Net-Worth Client Portfolio Size
$2.2 million
Stated Minimum Account Size
$500,000

Fee Disclosure

Source: KROEGER FINANCIAL ADV PART 2A (2026-09-03) · View brochure text

MinMaxDisclosed Annual Rate
$0 $1,000,000 1.25%
$1,000,001 $2,000,000 1.00%
$2,000,001 $5,000,000 0.75%
$5,000,001 $10,000,000 0.65%
$10,000,001 and above 0.50%
Estimated Annual Advisory Fees
Portfolio ValueEstimated Annual FeeEffective Fee Rate
$1 million $12,500 1.25%
$5 million $45,000 0.90%
$10 million $77,500 0.78%
$50 million $277,500 0.56%
$100 million $527,500 0.53%

Actual fees may vary; other investment costs may apply.

Compare fees: lowest-fee advisors in California for $2M portfolios · $10M portfolios

Clients

High-Net-Worth Share of Firm Assets
73.18%
Number of High-Net-Worth Clients
37
Total Client Accounts
344
Discretionary Accounts
344

Services Offered

Services: Financial Planning, Portfolio Management for Individuals

Regulatory Filings

SEC CRD Number
175113

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

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