KFG, LLC provides financial planning and investment management services. KFG integrates financial planning with clients' emotions and beliefs about money. They work with business owners, professionals, retirees, and families, offering services like estate and tax planning, cash flow analysis, and financial coaching. KFG uses a five-step process: Data Gathering, Discovery, Design, Implementation, and Maintenance.
Assets Under Management$170M
Clients97
Advisors7
Avg. per Client$1.8M
Avg. per Advisor$25M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.8M | 1.00% |
| $1.8M - $3.7M | 0.75% |
| $3.7M - $8.0M | 0.50% |
| $8M+ | 0.50% |
Fees negotiable for assets over $8,000,000.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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