Krishna Wealth Planning (KWP) manages investment portfolios and provides financial planning. KWP works with clients to create a financial plan based on their individual needs and goals. Financial planning services include business planning, cash flow and debt management, college planning, employee benefits optimization, estate planning, insurance and risk management, investment analysis, retirement planning, and tax planning strategies. KWP offers both project-based and ongoing financial planning services.
Assets Under Management$37M
Clients69
Advisors1
Avg. per Client$540K
Avg. per Advisor$37M
Fee Structure
Minimum Investment:$100K
Planning is included in investment management
Minimum Annual Fee:$3,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $600K | 1.00% |
| $600K - $3.0M | 0.30% |
| $3M+ | 0.10% |
Minimum Annual Fee: $3,000 per year ($750 per quarter). The annual fees may be negotiable in certain cases.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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