KPP Advisory Services offers personalized financial strategies and investment management. They work with individuals, trusts, estates, charitable organizations, small businesses, and retirement plans. KPP Advisory Services acts as a fiduciary, meaning they are legally required to act in your best interest. They offer financial planning, investment management, wealth management, and retirement plan consulting.
Fee Structure
KPP Advisory Services offers investment management as part of their Wealth Management Services or as a standalone Investment Management Service. The fees are negotiable, with a maximum of 2.50% of the value of your portfolio per year. The exact fee depends on the services provided and the complexity of your situation. Fees are calculated and charged quarterly, in advance, based on the value of your account at the end of the previous quarter.