Wealth Management of the Bluegrass provides investment advice and financial planning services to individuals, high net worth individuals, trusts, and corporations. They review client investment objectives, recommend asset allocation strategies, and prepare written investment strategies. They also offer financial planning consulting services including risk assessment, investment planning, and estate planning. Investment advice is tailored to meet client needs and objectives.
Assets Under Management$170M
Clients186
Advisors2
Avg. per Client$900K
Avg. per Advisor$84M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $4.0M | 0.70% |
| $4.0M - $5.0M | 0.60% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $20.0M | 0.40% |
| $20M+ | 0.30% |
Fees may also be charged as a flat percentage rather than varying each month based on the value of assets at the end of each month. Advisory fees will not exceed our maximum standard advisory fee for annuity and insurance contracts.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...