Top Tier Planningis better when shared.
Kenai’s Top Tier Service is our most comprehensive advisory relationship. It’s built for clients who want coordinated investment and tax planning, not fragmented advice.
All services are subject to qualification and capacity.
What Top Tier Service Means at Kenai
Top Tier Service is reserved for clients who want a fully coordinated approach to their financial life - not just investment management.
- • Ongoing investment management and advice
- • Proactive tax planning and tax preparation
- • Scheduled strategy meetings throughout the year
- • Coordination with estate, tax, and planning professionals
- • Priority access and high-touch service
Proactive Wealth Management
Roger explains why investment management, tax planning, and retirement decisions should work together as part of one coordinated financial strategy.
How Clients Qualify for Top Tier Service
Standard Qualification
Clients with $1,000,000 or more in managed assets typically qualify for Top Tier Service.
Consolidation Path for Existing Clients
Existing clients who are currently below the standard Top Tier threshold may qualify through consolidation and asset growth.
Clients who consolidate assets and reach Top Tier qualification by January 1, 2027 may have tax preparation included as part of their advisory relationship.
Qualification is determined based on assets, complexity, engagement, and capacity.
What Does It Cost to Work With Kenai?
Roger explains our standard household minimum, advisory fee structure, and how Top Tier qualification normally works.
The video describes Kenai's standard relationship structure. Referred clients may qualify for the introductory Top Tier benefits described below.
Referring Someone to Kenai
Kenai clients may refer individuals they trust to explore whether working together is a good fit.
If a referred individual has at least $250,000 in investable assets, qualifies, and becomes a client, they may receive Top Tier Service - including tax preparation - during their first year.
Tax preparation is included as part of an ongoing advisory relationship for qualifying clients. All services are subject to qualification and capacity.