KV Financial Advice (KVFA) is a fee-only registered investment advisor located in Georgia. KVFA offers financial planning services covering financial goals, cash flow and debt management, investment analysis, tax planning, retirement planning, estate planning, employee benefits optimization, college savings, insurance, risk management, and business planning. KVFA also provides ongoing financial planning and investment management services, tailoring its services to meet individual client needs.
Assets Under Management$7.2M
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$7.2M
Fee Structure
Minimum Investment:$750K
Investment management only (planning not offered)
Minimum Annual Fee:$5,000
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.50% |
Minimum annual fee of $5,000. Fee is negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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