Kollar Wealth Advisors (KWA) offers personalized financial planning and investment management services. KWA provides advice through consultations, covering financial objectives, problem identification, cash flow management, tax planning, insurance review, investment management, education funding, retirement planning, and legacy planning. KWA manages investments directly or uses third-party money managers. The firm is fee-based and affiliated with an insurance agency.
Assets Under Management$12M
Clients40
Advisors1
Avg. per Client$310K
Avg. per Advisor$12M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.85% |
| $1.0M - $5.0M | 1.35% |
| $5M+ | 1.00% |
Annual fee may be negotiable at Kollar Wealth Advisors' discretion. Kollar Wealth Advisors also has Income Only Accounts over $5,000,000 with different tiered fee schedule. For variable annuity and variable life management, the fee is 1.00% of the assets managed.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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