KFA Private Wealth Group, LLC provides personalized investment management and financial planning services for individuals, high net worth individuals, trusts, estates, and businesses. KFA Private Wealth Group builds customized investment portfolios using strategic asset allocation, broad diversification, and a mix of active and passive management strategies. In addition to investment management and financial planning, KFA Private Wealth Group offers tax preparation and accounting services, retirement plan consulting for employers, and insurance products through its representatives.
Fee Structure
KFA Private Wealth Group offers investment management and wealth management services through wrapped accounts. KFA Private Wealth Group does not impose a stated minimum fee or minimum portfolio value for starting and maintaining an investment management relationship.