Kg Advisors Ii, L.p.

KG Advisors II, LP is a financial advisory firm established in 2002, specializing in investment advisory services, tax-efficient investing, retirement planning, protection planning, business planning, and estate planning. The firm is owned and controlled by KG, Inc., Kendrick Group, Inc., and KG Advisors III, LP. KG focuses on serving affluent investors by optimizing tax efficiency in their investments as part of a comprehensive strategy to achieve financial and philanthropic goals. The firm offers financial planning services covering areas such as retirement planning, education planning, risk management, investments, and estate planning. KG may also assist with tax return preparation and administrative services upon client request, for which separate fees may apply. As of December 31, 2021, the firm had $9,899,759 in discretionary regulatory assets under management. For fees, KG charges a negotiable fee for investment management based on a tiered structure, ranging from 0.25% to 1.75% annually depending on factors such as account size and activity. Financial planning fees are based on an hourly rate, typically starting at $300/hour. The firm does not charge performance-based fees and serves individuals, high net worth individuals, and their entities. KG offers both discretionary and non-discretionary services, with clients having the option to grant limited power of attorney for account management. KG does not vote client proxies and maintains strict privacy policies to protect client information.