Kaplan Wealth Management provides financial planning services covering cash flow forecasting, retirement planning, estate planning, insurance needs analysis, tax planning, and education planning. They also offer wealth management services, including discretionary management of investment portfolios, primarily using mutual funds and exchange-traded funds. Kaplan Wealth Management may recommend independent investment managers or LPL Financial's Guided Wealth Portfolio program. Services are tailored to individual client needs, considering risk tolerance, time horizon, and liquidity constraints.
Assets Under Management$83M
Clients214
Advisors2
Avg. per Client$390K
Avg. per Advisor$42M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $750K | 1.25% |
| $750K - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.50% |
| $5M+ | 0.50% |
Fees above $5,000,000 are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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