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
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
Eric is the Chief Planning Officer at Key Financial, Inc., dedicating nearly full-time hours to client meetings, strategic direction, and financial management. While he holds a life insurance license and provides guidance on life insurance matters as part of his role, he does not actively sell it.