KW Wealth Management offers portfolio management tailored to individual client goals and risk tolerance. They create investment policy statements and manage investments with discretionary authority. KWML also provides financial planning covering investments, insurance, taxes, retirement, college, and debt. KWML also offers pension consulting services to employee benefit plans.
Assets Under Management$120M
Clients80
Advisors1
Avg. per Client$1.5M
Avg. per Advisor$120M
www.youtube.com/channel/ucgco9q1hfhgmxt2ddqderka ·www.facebook.com/kwwealth ·www.kwwealthmanagement.com
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.35% |
| $250K - $500K | 1.20% |
| $500K - $1.0M | 1.00% |
| $1.0M - $3.0M | 0.90% |
| $3M+ | 0.75% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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