Kilzer Wealth Management (KWM) is a fee-only registered investment advisor offering financial planning and wealth management services. KWM aims to help clients plan for and create their desired lifestyle. KWM provides wealth management and consulting services for a fixed fee, hourly fee, percentage of assets under management, or annual retainer. KWM offers discretionary wealth management.
Fee Structure
Kilzer Wealth Management offers wealth management services under two payment structures: an annual retainer fee and a portfolio management fee based on assets under management. The annual retainer fee is negotiated based on the value of assets to be managed, the complexity of the client's situation, and an estimate of time involved. Portfolio management fees are based on referrals to independent money managers in wrap fee programs. The fees charged to clients depend on the portfolio that KWM recommends. KWM imposes a minimum annual fee of $3,000 for its wealth management services, but may negotiate a lesser fee based on certain circumstances.