Kavar Capital Partners Group (KCP) provides wealth management services, including financial planning and investment management. KCP manages accounts on a discretionary or non-discretionary basis, based on the client's risk tolerance and financial goals. KCP also offers retirement plan advisory services to employee benefit plans and their fiduciaries. KCP may recommend investments in mutual funds, ETFs, and private funds.
Assets Under Management$1.3B
Clients443
Advisors5
Avg. per Client$3M
Avg. per Advisor$270M
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | Included |
Fees are negotiable. The firm also offers sub-advisory services to other investment advisory firms for a fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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