Kaufman Rossin Wealth manages investment portfolios and offers financial planning services covering areas like tax, retirement, and estate planning. They work with clients to create investment strategies and monitor their portfolios. Client assets are invested in various securities, including mutual funds, ETFs, and private equity. Kaufman Rossin Wealth may use a sub-advisor, Focus Partners Advisor Solutions, for certain client accounts.
Assets Under Management$510M
Clients230
Advisors6
Avg. per Client$2.2M
Avg. per Advisor$84M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Minimum Annual Fee:$15,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $10.0M | 0.75% |
| $10.0M - $20.0M | 0.65% |
| $20M+ | 0.50% |
A $15,000 minimum annual fee is generally required. All accounts for members of the client’s family (husband, wife and dependent children) or related businesses may be assessed fees based on the total balance of all accounts. Fees may be negotiable in certain circumstances.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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