Kellogg Wealth Advisors (KWA) provides financial advice and investment guidance. KWA does not offer financial planning services directly. Instead, KWA introduces clients to third-party investment managers who handle the day-to-day investment decisions. KWA advises clients on selecting these managers. KWA does not take discretionary authority over client accounts.
Assets Under Management$9.5M
Clients24
Advisors1
Avg. per Client$400K
Avg. per Advisor$9.5M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.20% |
| $500K - $1.0M | 1.15% |
| $1M+ | 1.05% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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