KWB Wealth provides investment management and financial planning services to individuals and other client types. KWB Wealth works with clients to understand their financial situation, goals, and risk tolerance. Based on this information, KWB Wealth creates an investment approach using individual stocks, ETFs, mutual funds, and other public securities. Portfolios are monitored and rebalanced as needed.
Assets Under Management$1.2B
Clients1,971
Advisors10
Avg. per Client$630K
Avg. per Advisor$120M
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $50K | 1.30% |
| $50K - $100K | 1.20% |
| $100K - $500K | 1.00% |
| $500K - $1.0M | 0.95% |
| $1.0M - $2.5M | 0.80% |
| $2.5M - $5.0M | 0.65% |
| $5M+ | 0.50% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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