Khloe Karova is a CFP-designated registered investment advisor at Modern Capital Concepts, based in Chicago, IL, with 16 years of industry experience. Khloe operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 189 clients.
Compensation
Firm Size
IM Fee
Fee Structure
- Financial Check-Up: $900 for the first 2 hours, then $500 per hour. This covers cash flow and debt management, investment education, retirement planning, college savings/financial aid strategies, and insurance needs analysis.
- Personalized Financial Strategy: $2,000 per quarter. This includes everything in the Financial Check-Up, plus tax and estate planning, divorce financial analysis, and small business/start-up advisory services.
- General Consulting: $2,000 per day.
Location
Chicago, IL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Khloe provides financial planning through Modern Capital Concepts and Modern Capital Concepts, Inc., dedicating about 10% of her time and about a quarter of her time, respectively. She is also an author, a notary public, and uses WealthEquity as a DBA for LPL business, spending minimal time on each of these activities.
Employment History
Current Registrations
Modern Capital Concepts
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Edward Jones
Edward JonesBroker
State Registrations22 states
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