Fee-Only Financial Advising
Here at Key Financial Advisors we offer Fee-Only Financial Advice and Financial Plans. Fee-Only Financial Planning means we are only compensated by a prearranged fee agreed on by the client. See the Fees section below for more information about our fee structure.
By offering Fee-Only Financial Advice we are not compensated by commissions, the amount of trades made, or the types of products sold. This type of structure offers Key Financial Advisors a big advantage in that we aren’t encouraged to sell specific products, make unnecessary trades, or chase commissions. We are free from the inherent conflict of interest that binds almost all Fee-Based financial advisors.
Who We Are
Key Financial Advisors has been providing financial advise to individuals across the United States since the early 2000’s. Key Financial Advisors is made up of several partners and a team of employees who offer many different areas of expertise. From estate planning to tax preparation, Key Financial Advisors does it all. Below are some of our areas of expertise:
- Investment Recommendations and Management
- Cash flow Projections and Analysis
- Net worth Projections and Analysis
- Estate Planning
- Retirement Projections and Analysis
- Insurance Analysis and Planning
What We Do
After the client’s initial inquiry we arrange a time to speak, usually over the phone, to discuss the client’s financial goals. After that initial discussion, we like to arrange a time for the client to meet one of our financial advisors in person. This meeting takes place at a time and place of the client’s choosing. Yes, our advisors will travel for this meeting with no obligations and at no cost to the prospective client. At the meeting, the financial advisor will discuss the client’s financial situation, goals, and will provide an in depth view of the firm. After the meeting, the client will be provided with a comprehensive and handcrafted financial plan.
Fee Structure
Our financial plans are handcrafted for each individual client and no two plans are the same. Therefore it’s very difficult to provide exact fees and figures for a financial plan. However, in order to provide transparency to our prospective clients and a baseline that will help our prospective clients determine if our services are right for them please see the below fee structures:
- 1% – 2% fee on the first $1,000,000 in assets managed.
- .5% – 1% fee on the next $1,000,000 in assets managed.
- .5% fee on the remaining assets over $2,000,000 managed.
- Planning: Estate /Insurance – Call for Pricing
- Analysis: Cash flow/Net worth/Investment/Insurance – Call for Pricing
