K2 Financial offers investment advice to individuals, high net worth individuals, trusts, estates, and retirement plans. Services include wealth and investment management, financial planning, and retirement plan advisory services. K2 Financial's investment approach is primarily long-term focused. They may recommend unaffiliated investment managers if it's in the client's best interest.
Assets Under Management$160M
Clients366
Advisors8
Avg. per Client$440K
Avg. per Advisor$20M
Fee Structure
K2 Financial's investment management fees typically range from 0.50% to 1.35% annually, based on the value of your portfolio. The specific fee will be outlined in your agreement. Fees are negotiable. Certain legacy clients may have different fee structures as described in their agreements.
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