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Answering Key Questions

 Your Questions Answered

Do you charge for an initial consultation?

No, we do not charge for an initial consultation. We are firm believers in getting a second opinion.
View Our Process 

Do you have a minimum asset required?

No, we do not have a minimum.

What does your fee structure look like?

Total Investment management advisory fee ranges from 0.60% – 1.20% depending on the size, customization and complexity of the portfolio.

We charge an annual financial planning fee that ranges from $500-$3,500 depending on the level of complexity.

Who would I be working with?

At Kammeraad Financial, we are proud to be a family practice. With that in mind, you’ll have a lead advisor, but you’ll be in communication with everyone on our team.

Will we meet in person or online?

Whatever is most convenient for you! We would love to host you at our office, but we have video conference capabilities as well.

Who are your typical clients?

We do our best work with individuals, families, and business owners who value their legacy and impact. We often find these individuals to be at the early stages of their career, end stages of their career and everything in between.

What accreditations and professional designations do you hold?

We value furthering our education to better serve our clients. Our professionals hold the following designations:

  • CFP -- Certified Financial Planner™
  • ChFC – Chartered Financial Consultant®
  • CLU -- Certified Life Underwriter®
  • CLTC – Certified Long Term Care Consultant®
  • RICP – Retirement Income Certified Professional®
  • BFA – Behavioral Financial Advisor™
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