Compensation
COMPENSATION METHODS
Commission and FeeCOMPENSATION CONSIDERATIONS
Asset-based fee, commission, or hourly fees. The range of annual costs is $2,000 to $30,000. Asset minimum is $350,000 which includes comprehensive financial planning.
Minimums
HOUSEHOLD INCOME MINIMUM
No MinimumInvestable Asset Minimum
$350,000My Links
General
Khloé Karova is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Modern Capital Concepts in Chicago, IL and the surrounding communities.
Financial Advisor Overview
Modern Capital Concepts, Inc. is a woman-owned benefit-corporation based in Chicago, Illinois. The majority of my clients are women.
MBA, University of Chicago Booth School of Business
BA, Northwestern University
Financial Advisor Experience
CERTIFIED FINANCIAL PLANNER™ based in Logan Square, Chicago. I help regular folks do the best they can to meet their financial goals, manage their careers and life transitions. I am most passionate about helping people between the ages of 35 and 55 plan for retirement, manage spending and saving, plan for their kids' college education and reduce their overall stress when it comes to money conversations with their family. I hold regular seminars on personal finance topics ranging from investing 101 to raising money-smart children.
My free seminar schedule can be found at www.facebook.com/moderncapitalconcepts Financial Advisor Certifications
Securities Registrations or Exam Qualifications
7, 66
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Insurance Licenses
- Life insurance: IL
- Variable annuities: IL
Broker-Dealer Affiliation
LPL FinancialBroker-Dealer Disclaimer
Securities are offered through LPL Financial, member FINRA/SIPC. Financial planning offered through Modern Capital Concepts, a Registered Investment Advisor and separate entity from LPL Financial, LLC.
For a list of states in which I am registered to conduct business, go to www.moderncapitalconcepts.com.
