Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
KFI charges a fixed fee for comprehensive initial financial plans. For ongoing financial planning and asset monitoring, clients pay an asset-based advisory fee, calculated quarterly as a percentage of assets under management. KFI generally requires a $500,000 minimum for new clients, but this may be waived or adjusted. Note: Similarly situated clients could pay different fees. Fees for monitoring outside accounts range from $625 to $8,000 quarterly.
Areas of Practice
Advisor Information
Office location
1045A Andrew Drive, West Chester, PA, 19380
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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 →Other Business ActivitiesSells Insurance
Patricia owns a sole proprietorship selling term life, long-term care, permanent life, and disability insurance since 1985. She is also the President and CEO of Key Financial, Inc., working nearly full-time as a Certified Financial Planner.