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.
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Maximum annual fee charged will not exceed 2%. All fees are subject to negotiation.