Kult Wealth Management Group provides wealth management services to individuals. These services include investment management and, for retired clients, income tax and cash flow planning. Kult Wealth can coordinate with other professionals like lawyers and accountants as needed. The initial consultation is complimentary.
Assets Under Management$140M
Clients69
Advisors1
Avg. per Client$2M
Avg. per Advisor$140M
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 0.73% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.25% |
Clients who entered into agreements prior to December 31, 2022 have a lower fee schedule.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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