Kansas City Private Wealth Management (KCPWM) offers investment management, retirement plan consulting, and financial planning services. KCPWM works with clients to assess their investment goals and risk tolerance to create a portfolio. Financial planning services are offered to investment management clients and on a stand-alone basis. KCPWM's strategy is to meet client investment objectives while providing access to personal advisory services.
Assets Under Management$92M
Clients99
Advisors1
Avg. per Client$930K
Avg. per Advisor$92M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$1,500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $10.0M | 0.60% |
| $10.0M - $30.0M | 0.20% |
| $30M+ | 0.10% |
Fees are negotiable. There is a minimum annual fee of $1,500.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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