Kom Wealth Management Group, LLC

Fee-Only (% of Portfolio)Fixed/Hourly

KOM Wealth Management Group manages investment portfolios and provides comprehensive financial planning services for individuals, high-net-worth families, trusts, and businesses. The firm builds tailored investment strategies using mutual funds, individual stocks and bonds, exchange-traded funds, and other securities. In addition to ongoing portfolio supervision, KOM Wealth Management Group offers guidance on retirement planning, tax strategies, asset allocation, and risk management. Clients can choose between discretionary management—where the firm makes trades on their behalf—and non-discretionary services. The firm also assists clients with specialized options such as third-party money managers and insurance solutions.

Assets Under Management$410M
Clients575
Advisors6
Avg. per Client$710K
Avg. per Advisor$68M

Fee Structure

Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Annual fee ranges up to 2.00% of assets under management depending on market value and complexity. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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Location

6 Advisors at this firm