Key Client Fiduciary Advisors (KCFA) provides financial planning, consulting, and investment management services to individuals, families, and businesses. KCFA creates financial plans to help clients achieve their goals, manages investment portfolios based on client needs, and offers retirement plan consulting. KCFA also selects independent managers to manage client assets.
Assets Under Management$780M
Clients1,015
Advisors10
Avg. per Client$770K
Avg. per Advisor$78M
Fee Structure
Investment management only (planning not offered)
KCFA charges an annual fee based on the value of your portfolio. This fee can be up to 2.00% per year, depending on the size and complexity of your portfolio, the services you need, and other factors. The fee is calculated each quarter or month, based on the value of your investments on the last day of the previous period.
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