KMR Wealth Advisory offers advice on mutual funds, fixed income, real estate funds, insurance products, equities, ETFs, and private placements. KMR Wealth Advisory provides non-discretionary investment advice with no trading for a fixed or hourly fee. KMR Wealth Advisory also offers pension consulting services and financial planning. KMR Wealth Advisory may direct clients to third-party investment advisors.
Assets Under Management$58M
Clients82
Advisors1
Avg. per Client$710K
Avg. per Advisor$58M
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Fee Structure
Minimum Investment:$1M
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.25% |
| $100K - $200K | 1.00% |
| $200K - $500K | 0.75% |
| $500K+ | 0.50% |
Fees are for manager selection and are negotiable. This fee is in addition to the fee paid to the third-party advisor.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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