Kyarsip Financial Advisors (KFA) offers personalized financial and retirement planning, along with investment management services. KFA operates on a fee-only basis, avoiding commissions or finder's fees. KFA provides advice on financial planning, taxation, real estate, and trust services, including estate planning.
Assets Under Management$100M
Clients82
Advisors1
Avg. per Client$1.3M
Avg. per Advisor$100M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.50% |
Fees are negotiable. Current client relationships may exist where the fees are higher or lower than the fee schedule.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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