K Wealth Advisors (KWA) is a fee-only registered investment advisor that offers financial planning and investment management. KWA works with individuals, families, trusts, non-profit organizations, and businesses. KWA emphasizes long-term financial and investment policies and collaboration between financial planning and investment management. KWA also provides advice and supervision on held-away accounts.
Assets Under Management$37M
Clients32
Advisors1
Avg. per Client$1.2M
Avg. per Advisor$37M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.80% |
| $1.0M - $3.5M | 0.70% |
| $3.5M - $6.0M | 0.60% |
| $6M+ | 0.60% |
Fees negotiable for accounts over $6,000,001. For clients currently engaged in ongoing comprehensive financial planning, the fee for investment management services is 0.60%.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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