Keating Financial Advisory Services provides investment advice and financial planning to individuals, families, and retirement plans. KFAS offers investment management on a wrap fee basis, where clients pay a single fee for investment advice, brokerage, and custody. Financial planning services cover areas like cash flow, education savings, retirement, risk management, estate planning, and investments. KFAS also provides consulting services to retirement plans.
Fee Structure
Keating Financial Advisory Services offers investment management through a wrap fee program. You'll pay a single annual fee that covers investment advice, trading costs, and account administration. This fee is negotiable and can be up to 2.50% of your portfolio, depending on the complexity of your account and the investments used.