Kuhn Wealth Management (KWM) provides investment management tailored to individual client needs and financial planning services covering investments, insurance, retirement, estate, debt, and education funding. KWM may use third-party managers or platforms. KWM representatives typically meet with clients as needed to discuss their portfolio and financial goals.
Assets Under Management$100M
Clients275
Advisors3
Avg. per Client$370K
Avg. per Advisor$34M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
If a Third-Party Manager is used, clients will also pay a Third-Party Manager Fee, up to 1.0% per year. The maximum total fee a client will pay is 2.0% per year. The fees charged by KWM are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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