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The fee is billed in advance, is negotiable and has a $175 annual minimum.","source":"ADV PART 2, filed 27 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Kessler Investment Group use?","answer":"Kessler Investment Group’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $196M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 27 March 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Kessler Investment Group have?","answer":"Kessler Investment Group has 3 investment adviser representatives registered with state securities authorities, out of 8 employees, and 4 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Kessler Investment Group invest in?","answer":"At the end of its last fiscal year, Kessler Investment Group’s separately managed accounts held 80% exchange-traded equities, 10% cash and equivalents, 5% other, 2% state and local bonds, 2% investment grade corporate bonds and 1% registered funds (mutual funds, ETFs, BDCs). The 5% other category is described as: Variable RIA Annuities.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Kessler Investment Group?","answer":"Kessler Investment Group’s direct owner is Craig Kessler (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 27 March 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Kessler Investment Group get paid?","answer":"Kessler Investment Group is paid through a percentage of assets under management and fixed fees. 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Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}