KMC Wealth Management, LLC is a registered investment advisor founded in 2013 and based in San Antonio, Texas. The firm provides portfolio management, financial planning, estate planning, business planning, and educational planning services to individuals, high-net-worth clients, trusts, estates, corporate pension plans, and small businesses. KMC Wealth Management offers both discretionary and non-discretionary portfolio management, tailoring strategies around a client's risk tolerance, time horizon, and goals using fundamental analysis, technical analysis, and modern portfolio theory. In addition to traditional asset management, KMC Wealth Management offers insurance products and serves as an investment manager for private real estate offerings. Clients can choose to work with KMC Wealth Management directly or through third-party money managers.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.40% |
| $10.0M - $50.0M | 0.40% |
| $50.0M - $100.0M | 0.40% |
| $100M+ | 0.40% |
Schedule reflects equity portfolio fees. Fixed income rates range from 0.40% to 1.00%. Cash, fixed annuities, and money market accounts are not charged an advisory fee. Alternative and cash management strategies may involve a 25% performance fee. Minimum quarterly fee of $750 may apply.