Kronos Wealth Management (KWM) manages investment portfolios based on clients' individual needs and goals. KWM also offers financial planning services covering retirement, risk management, college savings, cash flow, debt management, employee benefits, and estate planning. KWM provides ongoing financial planning for a monthly or quarterly fee. KWM also offers pension consulting services to small- to medium-sized companies.
Assets Under Management$27M
Clients61
Advisors1
Avg. per Client$440K
Avg. per Advisor$27M
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Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2M+ | 1.00% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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