Jay Angotti is a CFP-designated registered investment advisor at Kpc Financial Solutions, LLC, based in Grapevine, TX, with 14 years of industry experience. Jay operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Insurance Planning, Investment Management, and 2 more. Their firm serves 747 clients with $60M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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
Location
1701 W. Northwest Hwy Suite 100, Grapevine, TX, 76051
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Kpc Financial Solutions, LLC
Previous Registrations
Hilltop Securities INC.
Hilltop Securities INC.Broker
Swan Global Investments, LLC
Northern Lights Distributors, LLCBroker
International Assets Advisory, LLCBroker
Kbr Capital Markets, LLCBroker
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.