KPC Financial Solutions manages investment portfolios and provides financial planning services for individuals and high-net-worth clients. KPC Financial Solutions creates personalized investment strategies based on each client's goals, time horizon, and risk tolerance using Modern Portfolio Theory and quantitative analysis. The firm builds portfolios primarily using mutual funds, exchange-traded funds, fixed-income securities, equities, and insurance products such as annuities. In addition to investment management, KPC Financial Solutions offers financial planning covering investment planning, life insurance, taxes, and retirement planning. There is no minimum account size required to work with the firm.
Assets Under Management$76M
Clients775
Advisors3
Avg. per Client$97K
Avg. per Advisor$25M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.55% |
| $500K - $1.0M | 1.50% |
| $1.0M - $2.0M | 1.45% |
| $2.0M - $3.0M | 1.40% |
| $3M+ | 1.35% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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