McAvoy Kemp Wealth Management (MKWM) offers financial planning and investment management services. Financial planning includes setting goals and objectives, assessing financial conditions, and providing advice on cash flow, taxes, education funding, and estate planning. MKWM also manages investment portfolios based on client's time horizon, goals, and risk tolerance. Services are tailored to each client's situation, and clients can impose restrictions on investments.
Assets Under Management$64M
Clients110
Advisors3
Avg. per Client$580K
Avg. per Advisor$21M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $200K | 1.40% |
| $200K - $300K | 1.20% |
| $300K - $500K | 1.00% |
| $500K - $1.0M | 0.75% |
| $1M+ | 0.50% |
The annual fees may be discounted on an account-by-account basis.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...