K&S Wealth Advisors offers portfolio management based on individual client goals and risk tolerance. They create investment plans and manage portfolios with discretionary authority. They also offer financial planning services, advising clients on investments, insurance, taxes, retirement, college, and debt. K&S Wealth Advisors generally limits its investment advice to mutual funds, fixed income securities, real estate funds, equities, ETFs, treasury inflation protected/inflation linked bonds and non-U.S. securities.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $3.0M | 1.00% |
| $3.0M - $6.0M | 0.85% |
| $6.0M - $10.0M | 0.75% |
| $10.0M - $15.0M | 0.50% |
| $15.0M - $25.0M | 0.25% |
| $25M+ | 0.25% |
Fees are negotiable for accounts over $25,000,000. For accounts held directly with American Funds, the fees are: Up to $500,000: 1.00% per year; Next $2,500,000 ($500,001 to $3,000,000): 0.75% per year; Next $7,000,000 ($3,000,001 to $10,000,000): 0.50% per year; Over $10,000,000: 0.25% per year