KFICO provides customized investment advisory services and financial planning to individuals, high-net-worth individuals, trusts, estates, and businesses. KFICO helps clients identify their investment goals, risk tolerance, and time horizon to build diversified portfolios consisting of mutual funds, exchange-traded funds, annuities, life insurance, and individual stocks and bonds. KFICO follows a primarily long-term investment strategy using active asset management, and also assists clients in utilizing unaffiliated money managers through managed account programs. In addition to investment management, KFICO offers financial planning and consulting covering retirement planning, investment planning, tax planning, and education savings. KFICO does not maintain custody of client funds or securities, which are held by independent financial institutions and custodians.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Investment advisory fees range from 0.00% to 2.00% depending on the size and complexity of the client relationship. Fees are negotiable at the discretion of the advisor.