Why We Don’t Have A Minimum Asset Level

Maybe this is something you’ve been wondering about K4, or it’s something you’re just learning, or perhaps you don’t even really understand what a minimum asset level is. Simply put, the financial planning industry is predominantly fixated on a payment model where financial advisors make a percentage of the whole of your investments to provide advice. For this reason, advisors want to land clients with 500k+ so they can make as much money and do as little as they can (sweet deal, but really doesn’t always benefit the client more than the advisor). At K4 our vision for a better financial future includes everyone. Kent speaks to the values and motivations that we hold on to that we feel are a mark of distinction for the better.