Taxable Wealth (TW) and Net Wealth Management (NWM) manages investment portfolios and provides financial planning services, including retirement planning, risk management, college savings, and estate planning. TW also offers personal tax return preparation services. TW may recommend affiliated private investment funds (K&M SPVs) to qualified clients, creating a conflict of interest.
Assets Under Management$85M
Clients43
Advisors2
Avg. per Client$2M
Avg. per Advisor$43M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5M+ | 1.00% |
Fees are negotiable for accounts over $5,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...