KB Financial Advisors provides financial planning and investment management services to individuals, high net worth individuals, trusts, and estates. They offer two service models: "On Your Way to Wealth" for those with less than $3 million in liquid assets, and "Destination Wealth" for rapid wealth builders and those with complex financial situations. Both include tax preparation and unlimited communication. KB Financial Advisors may recommend other professionals like attorneys and accountants, but clients make all final decisions.
Assets Under Management$120M
Clients136
Advisors3
Avg. per Client$850K
Avg. per Advisor$38M
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5.0M - $7.5M | 0.75% |
| $7.5M - $10.0M | 0.70% |
| $10M+ | 0.65% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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