Ktf Investments, LLC

Fee-Only (% of Portfolio)Fixed/Hourly

KTF Investments manages assets for different types of clients, both with and without discretion, aiming to meet their financial goals while considering their risk tolerance and time horizon. KTF operates as a fiduciary, prioritizing the client's best interests through open communication and understanding their investment objectives. KTF offers its investment advisory services through a wrap fee program, which includes investment advice and associated custodial transaction costs for a single fee.

Assets Under Management$690M
Clients183
Advisors4
Avg. per Client$3.8M
Avg. per Advisor$170M

Fee Structure

Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Maximum annual fee charged will not exceed 2%. All fees are subject to negotiation.

Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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Location

4 Advisors at this firm

Ktf Investments, LLC | TrueAdvisor