Wichita Wealth Management offers wealth management and financial planning services to individuals, couples, and small businesses. Financial planning covers retirement, savings, insurance, and estate planning. Investment advice is provided for mutual funds, exchange-traded funds, 401(k)s, 529 plans, and variable annuities. Wichita Wealth Management manages investment portfolios and provides support for financial matters.
Fee Structure
Wichita Wealth Management's annual fee for wealth management services typically ranges from 0.50% to 1.50% of your household's assets. The exact fee depends on the complexity of your situation, the type of account, the services you request, and the amount of assets managed. The fee can be calculated and charged in several ways:
- Flat monthly fee, paid in advance
- Flat percentage monthly fee, calculated based on the beginning-of-month account balance, paid in advance
- Flat percentage quarterly fee, calculated based on the average daily balance for the preceding quarter, paid in arrears
- Tiered percentage monthly fee, calculated based on the beginning-of-month account balance, paid in advance
Fees are negotiable.
