Wealth Management of Kentucky (WMKYL) offers portfolio management based on individual client goals and risk tolerance. WMKYL creates an Investment Policy Statement for each client. WMKYL also offers financial planning services including investment planning, life insurance, tax concerns, retirement planning, college planning, and debt/credit planning. WMKYL generally limits its investment advice to fixed income securities, real estate funds, insurance products including annuities, equities, ETFs and treasury inflation protected/inflation linked bonds.
Assets Under Management$43M
Clients87
Advisors2
Avg. per Client$490K
Avg. per Advisor$21M
Fee Structure
Minimum Investment:$100K
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees are generally negotiable. If third-party money managers are used, the client will never pay over 2% for the combined services.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...