Overland Park Wealth Management offers ongoing investment management services based on your financial situation, goals, and risk tolerance. They monitor your accounts and provide advice on buying, selling, or holding investments. You can place reasonable restrictions on your account. Overland Park Wealth Management primarily advises on mutual funds, ETFs, stocks, bonds, and other securities.
Assets Under Management$96M
Clients104
Advisors1
Avg. per Client$920K
Avg. per Advisor$96M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Minimum Annual Fee:$1,250
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 0.75% |
| $250K+ | 0.50% |
Fees are negotiable based on client type, complexity, account composition, potential for additional deposits, relationship with advisor, and total assets under management.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...