KFA Private Wealth Group offers investment advisory services, including financial planning and retirement plan consulting. Financial planning covers areas like business planning, cash flow forecasting, estate planning, investment consulting, insurance, retirement, risk management, charitable giving, tax planning, and manager due diligence. The firm manages investments through wrap accounts, tailoring strategies to client goals and risk tolerance.
Assets Under Management$680M
Clients796
Advisors11
Avg. per Client$850K
Avg. per Advisor$61M
Fee Structure
KFA Private Wealth Group offers investment management through wrap fee programs. Details about the fees for these programs can be found in the separate Wrap Fee Program Brochure.
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