WillKate Wealth Management is a financial planning and investment management firm. They require all clients to complete a financial plan to access their investment management services. They provide advice to individuals, executives, professionals, business owners, retirees, and families. Advice covers generational wealth planning, wealth coaching, financial planning, cash flow management, tax planning, insurance review, student loan analysis, investment management, education funding, retirement planning, and estate planning. They also offer multi-generational wealth planning.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.80% |
| $5M+ | 0.70% |
Access to this AUM schedule requires subscription to either the Financial Planning or Wealth Planning Services. Family Enterprise client pricing and bundled financial planning and investment management services are subject to different schedules.
