Kolash Wealth Strategies provides ongoing investment management based on each client's goals and risk tolerance. They create an investment policy statement to guide investment decisions. Kolash Wealth Strategies also offers financial planning services, including investment planning, insurance, tax, retirement, and college planning. They primarily use mutual funds, stocks, bonds, ETFs, and real estate investments.
Assets Under Management$11M
Clients42
Advisors1
Avg. per Client$250K
Avg. per Advisor$11M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K - $500K | 1.00% |
| $500K - $1.0M | 0.50% |
| $1.0M - $2.0M | 0.25% |
| $2M+ | 0.00% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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