KFI Advisors is a registered investment advisor based in West Palm Beach, Florida, owned solely by Kamran Fotouhi. KFI Advisors provides personalized investment management services, building portfolios focused on value using fundamental and quantitative analysis. The firm tailors portfolios to each client's specific needs, risk tolerance, and investment objectives, and can incorporate leverage, options, and short-selling strategies where appropriate. In addition to investment management, KFI Advisors offers written financial plans for a separate fee. The firm does not have an account minimum.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.5M | 1.65% |
| $1.5M+ | 1.55% |
Fees are calculated as a percentage of net liquidation account value and billed quarterly in arrears. Fees are negotiable. Certain qualified clients may pay a performance fee of 10% to 18% of profits instead of the advisory fee.