Klimax Wealth offers financial planning and consulting services covering various areas like cash flow, investments, taxes, insurance, estate, retirement, and education. Klimax Wealth also provides non-discretionary investment management, primarily allocating assets among mutual funds, exchange-traded funds, and stocks based on client objectives. Clients retain control over investment decisions.
Assets Under Management$48M
Clients33
Advisors1
Avg. per Client$1.5M
Avg. per Advisor$48M
Fee Structure
Investment management only (planning not offered)
Minimum Annual Fee:$2,000
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees range from 1.25% to 2.0% based on the size and complexity of the account.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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