Konnect Health and Wealth offers investment advice and financial planning services. They help clients develop and execute plans to build and preserve wealth, with a focus on portfolio analysis and management. Services include financial planning, portfolio management, and asset planning. Assets are managed on either a discretionary or non-discretionary basis.
Assets Under Management$53M
Clients69
Advisors1
Avg. per Client$770K
Avg. per Advisor$53M
www.konnecthealthandwealth.com ·www.linkedin.com/in/konnecthealthandwealth ·main.yhlsoft.com/auth/users/webportal/konnecthe...
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.65% |
| $10.0M - $50.0M | 0.40% |
| $50M+ | 0.40% |
Fees are negotiable under certain circumstances. For accounts held at Capital Group (American Funds only), fees are calculated in arrears using a separate schedule: 1.25% for assets under $1M and 1.00% for assets $1M and above.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...