Kirkey & Co. Financial Advisors (KCFA) provides ongoing asset management services by determining investment goals, time horizons, and risk tolerance. KCFA also offers financial planning and consulting services, including net worth statements, cash flow analysis, retirement strategy, investment planning, tax reduction strategy, and estate preservation. Investment strategies are tailored to each client's goals and objectives.
Assets Under Management$69M
Clients64
Advisors2
Avg. per Client$1.1M
Avg. per Advisor$34M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$250
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $25K | 1.10% |
| $25K - $100K | 1.00% |
| $100K - $250K | 0.95% |
| $250K - $500K | 0.90% |
| $500K - $1.0M | 0.85% |
| $1.0M - $2.0M | 0.80% |
| $2M+ | 0.70% |
Fees are generally negotiable. Accounts may be grouped for the purposes of achieving the minimum account size and determining the annualized fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...