Peter Kult is a CFP-designated registered investment advisor at Kult Wealth Management Group, LLC, based in Brookfield, WI, with 25 years of industry experience. Peter operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning, Tax Planning. Their firm serves 69 clients with $140M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 0.73% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.25% |
Clients who entered into agreements prior to December 31, 2022 have a lower fee schedule.
Fee Estimator
Location
17100 W North Ave Suite 202, Brookfield, WI, 53005
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Kult Wealth Management Group, LLC
Previous Registrations
Mccarthy Kult Financial Group, LLC
State Registrations1 state
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