Kiley Juergens Wealth Management, LLC is a registered investment advisor offering personalized investment advisory services including portfolio management, financial planning, selection of other advisors, and pension consulting. They create portfolios primarily of mutual funds and ETFs, but may also include individual equities. Financial planning services are offered for an hourly or fixed fee. They may recommend third-party asset managers and offer pension consulting services to employee benefit plans.
Assets Under Management$1.9B
Clients2,372
Advisors6
Avg. per Client$790K
Avg. per Advisor$310M
Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable depending on individual client circumstances such as client's total assets managed, the scope of work required for an account or household, and the relationship a client has with the adviser and/or our firm.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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