KB Financial Advisors LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$111,740,012
Total clients
117
3% high-net worth
Total advisors
3
of 3 employees
Firm size
Supported
1-3 advisors, or $200M+ in AUM
Average clients per advisor
39
Average account size
$955,043
Client services
Fee options
$0 - $5,000,000: 1% Greater than $5,000,000 - $7,500,000: 0.75% Greater than $7,500,000 - $10,000,000: 0.70% Greater than $10,000,000+: 0.65%
Account minimum: $1,000,000 for On Your Way to Wealth Service to transition to AUM fees; $2,000,000 for Destination Wealth Service to transition to AUM fees Minimum fee: On Your Way to Wealth service: $8,000 annual minimum fee; Destination Wealth service: $16,000 annual minimum fee. Fees are negotiable and may be waived or reduced. Fee-only: Initial fees of $4,000 at engagement start plus ongoing fixed fees: $4,000 every six months for On Your Way to Wealth service; $4,000 quarterly for Destination Wealth service until thresholds met.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Main office location
KB Financial Advisors LLC
595 Market Street, Suite 1023
San Francisco CA 94105, United States
Number of offices
3
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