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.
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are generally negotiable.