KF Advisors provides investment advice to clients based on their individual needs and goals, primarily managing investments for them. KF Advisors offers both a core equity strategy and an open architecture approach, utilizing external managers for a range of asset classes. KF Advisors also provides financial planning services and assists in the development of detailed financial plans and strategies, including non-investment related matters, such as estate planning, insurance, etc.
Fee Structure
KF Advisors charges a fee based on the value of your investments, up to 1.00% per year. The specific rate is detailed in your investment advisory agreement. Fees are generally not negotiable, but can vary based on factors like the assets in the account, account size, and investment requirements.