Kenneth E. Boone Wealth Management, LLC
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Kenneth E. Boone Wealth Management (KEBWM) provides total wealth management services, including financial planning and portfolio management. KEBWM creates customized investment models based on a client's wealth plan. KEBWM works with Buckingham Strategic Partners (BSP) for account administration and portfolio allocation analysis. KEBWM also offers insurance products. Clients have the choice to use all or a portion of the advice given.
Assets Under Management$72M
Clients130
Advisors2
Avg. per Client$550K
Avg. per Advisor$36M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Minimum Annual Fee:$5,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.0M | 0.80% |
| $2M+ | 0.60% |
Fees are negotiable. BSP also charges a separate annual fee for their services.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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