Kurt Angstadt is a CFP-designated registered investment advisor at K Wealth Advisors, based in Berwyn, PA, with 15 years of industry experience. Kurt operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 32 clients with $37M 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 $500K | 1.00% |
| $500K - $1.0M | 0.80% |
| $1.0M - $3.5M | 0.70% |
| $3.5M - $6.0M | 0.60% |
| $6M+ | 0.60% |
Fees negotiable for accounts over $6,000,001. For clients currently engaged in ongoing comprehensive financial planning, the fee for investment management services is 0.60%.
Fee Estimator
Location
Berwyn, PA
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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 →Other Business Activities
Kurt is a Partner and President at KandK Partners LLC. This activity accounts for minimal time.
Employment History
Current Registrations
K Wealth Advisors
Previous Registrations
Sensenig Capital Advisors, INC.
Newbridge Wealth Management
Vanguard Advisers INC
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.