KWM Financial is an investment management firm that provides investment management services using its own investment strategy. KWM serves individuals, high net worth individuals, families, and institutions. KWM also offers one-time financial plans. KWM uses a core-satellite approach to investing, balancing diversification with opportunistic investments.
Assets Under Management$1.4M
Clients4
Advisors1
Avg. per Client$360K
Avg. per Advisor$1.4M
Fee Structure
Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable and may be waived or abated at the discretion of KWM.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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