KB Wealth Management creates financial plans and manages investment portfolios for individuals, high net worth individuals, corporations, and other business entities. KB Wealth Management also offers retirement plan consulting services. KB Wealth Management does not require a minimum account size.
Assets Under Management$14M
Clients9
Advisors1
Avg. per Client$1.6M
Avg. per Advisor$14M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fee is negotiable based on the size of the account.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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