Kurtin Financial Advisers, LLC (KFA) provides independent financial advice and custom financial solutions for select families. KFA offers strategic planning, implementation, and ongoing management of family wealth structures. KFA works with a subadvisor, Rahlfs Capital, LLC (RC), to provide additional expertise. KFA does not use model portfolios, and investment strategies are customized for each client.
Assets Under Management$130M
Clients22
Advisors1
Avg. per Client$5.8M
Avg. per Advisor$130M
Fee Structure
Investment management only (planning not offered)
Minimum Annual Fee:$10,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
All fees are subject to negotiation.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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