KFICO provides investment advice and financial planning to individuals, high net worth individuals, and businesses. Investment services are customized and may include mutual funds, exchange-traded funds (ETFs), annuities/life insurance, and individual securities. Financial planning covers areas like retirement, tax, and education savings. KFICO may recommend unaffiliated money managers and does not take custody of client funds.
Assets Under Management$46M
Clients104
Advisors1
Avg. per Client$440K
Avg. per Advisor$46M
Fee Structure
KFICO's investment advisory fees are based on the value of your portfolio, ranging from 0.00% to 2.00% per year, depending on the size and complexity of your account. More complex relationships may be charged a higher fee. Fees may be negotiable.
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