Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
KAI charges a maximum annual asset management fee of 2.90%, negotiable based on service complexity and assets managed. Fees are billed quarterly or monthly in advance. Financial planning fees are negotiable, with a maximum hourly rate of $350. Fees for managing held-away assets are paid directly by the client or deducted from another managed account. Clients may incur additional brokerage commissions, transaction fees, and custodial fees.
Areas of Practice
Advisor Information
Office location
6451 N. Federal Hwy, Suite 1201, Ft. Lauderdale, FL, 33308
Get directionsRegulatory History (3)
Judgment / Lien
January 2009Customer Dispute
September 2006Customer Dispute
July 2001Other Business ActivitiesSells Insurance
Alicia operates as Essential Financial and Insurance Services, selling fixed index annuities and fixed insurance life insurance, dedicating about a quarter of her time. She also engages in fixed insurance sales, property rental, management of real estate properties, Medicare supplement sales, and assists with estate distribution.