Kedzior Wealth Management LLC

Fee-Only (% of Portfolio)Fixed/Hourly

Kedzior Wealth Management (KWML) offers portfolio management services based on individual client goals, objectives, time horizon, and risk tolerance. KWML creates an Investment Policy Statement for each client. KWML also offers financial planning services, evaluating current investments with respect to risk tolerance levels and time horizon. KWML generally limits its investment advice to mutual funds, fixed income securities, insurance products including annuities, equities, ETFs, treasury inflation protected/inflation linked bonds, non-U.S. securities and private placements, although KWML primarily recommends equities/mutual funds.

Assets Under Management$61M
Clients145
Advisors1
Avg. per Client$420K
Avg. per Advisor$61M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Fees are generally negotiable.

Fee Estimator
Your Portfolio Value
$500K
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Location

1 Advisors at this firm

Kedzior Wealth Management LLC | TrueAdvisor