Golden K Plans and Wealth Management a DBA of Golden K Wealth Mg
Fee-Only (% of Portfolio)
Golden K Wealth Management offers investment management services based on individual client goals, objectives, time horizon, and risk tolerance. Golden K creates an Investment Policy Statement for each client to aid in selecting a suitable portfolio. They also offer retirement plan services to qualified plan sponsors, including fiduciary education and investment due diligence.
Assets Under Management$160M
Clients194
Advisors1
Avg. per Client$820K
Avg. per Advisor$160M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K - $1.0M | 1.00% |
| $1.0M - $1.5M | 0.95% |
| $1.5M - $2.5M | 0.90% |
| $2.5M - $4.0M | 0.85% |
| $4M+ | 0.85% |
Fees are negotiable for accounts above $4,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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