Barry Kilzer is a registered investment advisor at Kilzer Wealth Management, based in Carmel, CA, with 8 years of industry experience. Barry operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Real Estate Investing, and 2 more. Their firm serves 17 clients with $15M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Kilzer Wealth Management offers wealth management services under two payment structures: an annual retainer fee and a portfolio management fee based on assets under management. The annual retainer fee is negotiated based on the value of assets to be managed, the complexity of the client's situation, and an estimate of time involved. Portfolio management fees are based on referrals to independent money managers in wrap fee programs. The fees charged to clients depend on the portfolio that KWM recommends. KWM imposes a minimum annual fee of $3,000 for its wealth management services, but may negotiate a lesser fee based on certain circumstances.
Location
26465 Carmel Rancho Bl # 4, Carmel, CA, 93923
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Barry is a real estate broker and owner since 1984, spending about 10-20% of his time on loan generation and investing. He spends approximately one hour per day on this activity.
Employment History
Current Registrations
Kilzer Wealth Management
State Registrations1 state
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