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
5 Public Square, Suite 425, Hagerstown, MD, 21740
Get directionsRegulatory History
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
Alfred manages Legacy Wealth Management LLC, spending about half of his time there. He also engages in real estate activities and insurance sales (life, LTC, FA, VUL, and VA), dedicating about 10-20% of his time to each, and manages real estate rentals and investments through Diversified, LLC, spending about 20% of his time there.