| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $1.0M | 1.00% |
| $1M+ | 0.75% |
Fees are negotiable and are set at the discretion of the KWM IAR providing services. This fee is exclusive of a KIM model fee, underlying investment fees or any third-party money manager fee.
2941 Fairview Park Dr, Suite 800, Falls Church, VA, 22042
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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 →Brett is the owner/president of Alden Enterprises, LLC, a merchant services company, spending a few hours per week on reconciling income and minor management. He also serves as President/Director of The Giving Game Inc., a non-profit, and owns a rental property, dedicating minimal time to each.