Holton & Kosanke Wealth Management provides financial planning services on topics like cash flow, retirement, and risk management. They also offer investment consultation, providing advice on investment vehicles and strategies. They may recommend third-party investment managers to manage your portfolio. The firm also offers educational workshops. They assist retirement plan sponsors but do not manage the plans directly.
Assets Under ManagementN/A
ClientsN/A
Advisors2
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Holton & Kosanke Wealth Management does not directly manage investments. Instead, they recommend third-party investment managers. These managers charge between 0.50% and 2.00% of your portfolio annually. Holton & Kosanke receives a portion of this fee, ranging from 0.25% to 1.25%, for their continued consultation.
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