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. 
 
Please click on here to email, to call or to set an appointment
60-day guarantee for new clients!  
If a new client, s/he isn’t thrilled with KCM, s/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

Financial Plan

  • 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

$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.