KPC Financial Solutions provides investment management based on individual client goals and risk tolerance. They create an investment policy statement for each client. KPC also offers financial planning services covering investments, insurance, taxes, and retirement. KPC may use third-party investment advisors to manage client assets.
Assets Under Management$60M
Clients747
Advisors4
Avg. per Client$80K
Avg. per Advisor$15M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.55% |
| $500K - $1.0M | 1.50% |
| $1.0M - $2.0M | 1.45% |
| $2M+ | 1.40% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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