Assets Under Management
$19.9M
Number of Clients
30
Number of Advisors
1
Average Client AUM
$663K
AUM per Advisor
$19.9M
Compensation
Fee-Only (AUM)Fixed/Hourly
KMC Wealth Management provides portfolio management and financial planning services, emphasizing portfolio analysis and management. They offer discretionary and non-discretionary management. Financial planning includes estate, business, and educational planning. They also recommend and sell insurance products.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 0.01% |
| $1.0M - $5.0M | 0.01% |
| $5.0M - $10.0M | 0.01% |
| $10.0M - $50.0M | 0.01% |
| $50.0M - $100.0M | 0.01% |
| $100M+ | 0.01% |
Fee schedule is for equities. Fixed income has a different schedule. KMC may impose a minimum quarterly fee of $750 which is negotiable under certain circumstances.
101 Sunflower Lane, San Antonio, TX, 78213