Kestrel Wealth Management offers ongoing asset management services to clients. They determine investment goals, time horizons, objectives, and risk tolerance to create tailored investment strategies. Clients can impose restrictions on investments. Kestrel has the authority to execute transactions in the account without seeking client approval on each transaction.
Assets Under Management$140M
Clients85
Advisors2
Avg. per Client$1.7M
Avg. per Advisor$72M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.80% |
| $5M+ | 0.65% |
The annual fee is negotiable based upon certain criteria.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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