KFG is a registered investment advisor that integrates financial planning with investment management. The firm helps clients make financial decisions by blending personal values and beliefs about money with practical financial planning. KFG offers services including retirement planning, integrated financial planning, investment portfolio management, estate and tax planning strategies, cash flow and budget analysis, business planning, and asset protection. KFG follows a five-step process: data gathering, discovery, financial plan design, implementation, and maintenance. KFG utilizes a constant-weighting asset allocation strategy and engages third-party investment managers to handle trading. KFG serves affluent individuals, professionals, retirees, and business owners.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $780K | 1.30% |
| $780K - $1.8M | 1.00% |
| $1.8M - $3.7M | 0.80% |
| $3.7M - $8.0M | 0.55% |
| $8M+ | 0.55% |
Rates shown are for integrated financial planning clients. Investment-only clients have a separate schedule: 1.00% up to $1,825,000; 0.75% for $1,825,000.01 to $3,675,000; 0.50% for $3,675,000.01 to $8,000,000; and negotiable over $8,000,000. Fees over $8,000,000 are negotiable.
