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.
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Annual fee ranges up to 2.00% of assets under management depending on market value and complexity. Fees are negotiable.