Simple. Transparent. Effective.
People who want to partner with a trusted financial advisor choose KCM because of our proprietary “CORE4” process that’s simple to understand, transparent concerning fees, and effective using industry leaders that implement Nobel Laureate research.
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60-day guarantee for new clients!
If a new client isn’t thrilled with KCM, he can easily terminate the relationship at no cost and no hassle because our desire is to enjoy teaming with people for a long time.
Core4
- Simply created online whenever & from wherever
- Top rated planning software
- Always available online for updates & “What if”
- Based on Nobel Laureate research
- Determine your unique 1-99 “Risk Number”
- Create your Investment Policy Statement
- Align with your Financial Plan and Investment Policy Statement
- Investing process guided by Nobel Laureates’ lifetime of research
- Low cost, globally diversified investments (average fund expense .28%)
- Easily monitor finances anytime and from anywhere
- Two-Step security login protection
- Leading financial management firm with 30+ years of experience
KCM's CORE 4 flat fee schedule
KCM's CORE 4 flat fee schedule
$0 Million – $1 million = .72%
$1 Million – $3 million = .60%
$3 Million – $5 million = .48%
Over $5 Million = $24,000
Investors can’t control markets and can’t know the future.
But investors can control costs, which significantly impact savings over time.
Hypothetical Example:
Lower Costs:
73% of Dimensional Funds outperformed their benchmark over a 15-year period ending December 2019. (Source: us.dimensional.com )
KCM offers new clients a 60-day trial period to determine if the partnership is a good fit. If not, KCM will close the account with no fee and no hassle.
Let’s Connect! Please don’t hesitate to email us at: bryce@kurfeescapital.com