Most clients pay $250/mo although the fee can range between $250/mo-$500/mo depending on your situation. This is the total fee which may include investment management.
What are typical questions you help with?
How much should I be saving for (retirement, house, wedding, college, etc)
Can I afford to buy this house/car?
What do I need to consider when starting a family?
How do I start a Roth IRA?
Am I paying too much for my investments?
What do I need to sign up for when it comes to my employer’s benefits?
How do I organize my finances?
Do you have anyone you recommend for legal/tax questions?
How do I choose the right amount of insurance?
Can I meet face-to-face with my planner?
One of the ways we keep our overhead low is by only doing meetings over the phone and online. We’ve found that we can be more efficient this way.
What makes Keshemberg different?
We’re here to provide sound advice at every step of life. Our goal is to maximize your life and not our bottom line.
Is Keshemberg for everyone?
The company was built for physicians and dentists. We hope to have other platforms for medical/dental practitioners going forward.
How do I get billed?
Most clients choose to sign up for monthly billing although you have the choice to choose a less frequent billing cycle such as semiannually or annually.
Do I get the same planner every time?
Yes, we want to make sure that you have one point of contact. There will be occasions where your planner is on vacation, sick, etc.
Do you work with residents/fellows?
Yes, we have a special program for residents/fellows or anyone still in training. Reach out to learn more!
What don’t you provide?
We don’t provide tax/legal advice although we will coordinate with your other team members to make sure everyone is on the same page.
We have relationships with independent insurance brokerages across the country. These brokerages will shop dozens of companies to find you the best offer. When you secure coverage with one of these brokerages we either receive a referral fee or a portion of the commission the brokerage was paid.
How often do I talk with my planner?
It depends on your schedule and your situation. Most clients have 3-6 meetings with their planner the first year and then 2-3 each year after. There will be times when life is busier (getting married, starting a new job, etc) that will require more frequent communication, but that’s the good thing with our model is that we’re here to talk whenever you want to touch base.
All investment advisory services are provided in conjunction with AdvisorNet Wealth Management (“AWM”), an SEC registered investment adviser located in 110 Cheshire Lane, Suite 200 Minnetonka, MN 55305, https://advisornet.com/ .
We take protecting your data and privacy very seriously. As of January 1, 2020, the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.
Investment advisory services offered through AdvisorNet Wealth Management. Keshemberg Advisory and AdvisorNet Wealth Management are separate entities.
The achievement of any professional degree, designation, certification, or license should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if AdvisorNet is engaged, or continues to be engaged, to provide investment advisory services.
*Please Note: The scope of any financial planning and consulting services to be provided depends upon the terms of the engagement and the specific requests and needs of the client. AWM does not serve as an attorney, accountant, or insurance agent. AWM does not prepare legal documents or tax returns, nor does it sell insurance products. If the client desires, Keshemberg Advisory, in its separate individual licensed capacities, can be engaged to be provide insurance sales/services as described on AWM’s written disclosure Brochure, per the terms and conditions of a separate engagement and fee.
Check the background of this financial professional on SEC’s Investment Advisor Public Disclosure website.