Kriss Investment Group -- Fees

Mark Kriss is the principal of Kriss Investment Group LLC, an SEC-registered fee-only investment design and management firm.

Services are available to Very High Net Worth Families.

Our comprehensive "fee only" services cover development of portfolio policies and asset allocation plans, on-going research and analysis, and day-to-day management and execution of the individual investment portfolios. At this time, our standard minimum portfolio size for new clients is $10 million.

As an integral element of our investment management services, we provide access to low-cost institutional-grade investments such as asset-class mutual funds from Dimensional Fund Advisors, as well as PIMCO and others. Consistent with our low-cost approach, we keep our investment management fees low. For Investment Management, we charge a percentage (well under 1% per year) of your assets under management. Please contact us for details.

Investment advice and management fees may be tax deductible since they are explicitly paid, unlike embedded mutual fund expenses. We accept no commissions, referral fees, soft dollars, or other hidden costs often associated with the money management industry. Transaction cost savings, if any, are passed through to clients.

Kriss Investment Group LLC is an SEC-registered Investment Adviser based in Sausalito, California. Our current "Form ADV" may be viewed online on the SEC Investment Adviser Public Disclosure website.

WEBSITE CONTENT

Opinions and views expressed on this website are the current opinions of Kriss Investment Group LLC and are subject to change without notice. The data and information in these materials is provided for informational purposes only, and should not be used or construed as a recommendation or solicitation for buying or selling specific securities or to constitute personalized investment advice. Past performance is no guarantee of future results.

WEBSITE DATA

All data provided by Kriss Investment Group LLC are derived from third-party sources deemed to be reliable, but we make no warranty as to accuracy. Kriss Investment Group LLC has not reviewed, and in no way endorses the validity of such data. Neither Kriss Investment Group LLC nor any of its data or content providers shall be liable for any errors in the content, or for any actions taken in reliance thereon.

COPYRIGHT AND TRADEMARKS

Copyright 2006-2010 Kriss Investment Group LLC, except as noted. All rights reserved. No part of this publication may be reproduced in any form, or referred to in any other publication, without express written permission. Evolve and the Kriss Investment Group name and logo are trademarks of the firm.

BUSINESS CONTINUITY

Our firm's policy is to respond to a Significant Business Disruption (SBD) by safeguarding employees' lives and firm property, making a financial and operational assessment, quickly recovering and resuming operations, protecting all of the firm's books and records, and allowing our clients to transact business. In the event that we determine we are unable to continue our business, we will attempt to notify clients as soon as possible by normal preferred methods of communication. Since TD Ameritrade Institutional maintains custody of clients' funds and securities, clients also may contact TD Ameritrade Institutional (800-431-3500) directly as needed to place orders or instructions in the event of a SBD.

SEE ALSO:

General Disclosure
Website Links Disclosure