Wichita Wealth Management provides personalized wealth management and financial planning services to individuals, couples, and small businesses. The firm acts as a registered investment advisor, focusing on long-term, buy-and-hold investment strategies using no-load mutual funds, exchange-traded funds, and individual bonds. Services cover retirement planning, tax reduction strategies, Social Security analysis, estate planning review, insurance needs analysis, and education funding. Wichita Wealth Management tailors strategies to each client's specific goals and risk tolerance, and allows clients to place restrictions on certain securities. The firm operates with a fee-only structure, meaning no commissions or sales charges are accepted from investment products.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Annual fees typically range from 0.50% to 1.50% of household managed assets. Fees are negotiable and may be calculated as a flat monthly fee, flat percentage monthly fee, flat percentage quarterly fee, or tiered monthly fee.
