MKN Wealth Management offers investment management services, creating tailored portfolios with stocks, bonds, ETFs, and mutual funds. MKN reviews portfolios at least quarterly and rebalances them based on client needs and goals. Clients can place reasonable restrictions on investments. MKN manages investments on a discretionary basis.
Assets Under Management$34M
Clients63
Advisors1
Avg. per Client$540K
Avg. per Advisor$34M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.5M | 1.00% |
| $1.5M+ | 0.75% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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