K2 Financial offers personalized investment management and financial planning services to individuals, high-net-worth clients, trusts, estates, and retirement plans. The registered investment advisor builds tailored portfolios using mutual funds, exchange-traded funds, individual stocks and bonds, options, and third-party managers, taking a long-term approach while remaining adaptable to changing market conditions. In addition to managing portfolios, K2 Financial provides comprehensive financial planning covering retirement, taxes, education savings, and insurance needs. The firm operates as a fiduciary, legally required to act in your best interest. Clients can also access tax preparation services through an affiliated entity and specialized insurance products. K2 Financial does not impose a minimum relationship size, making its services accessible to a broad range of clients.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.35% |
Investment advisory fees typically range from 0.50% to 1.35% annually, and are negotiable at the sole discretion of the advisor.