KMB Wealth Management offers a wrap fee investment program that includes financial planning, portfolio management, and brokerage services for a single asset-based fee. KMB Wealth Management requires clients to use Altruist Financial, LLC for custodial and brokerage services. The firm works with individuals, high net worth individuals, and small businesses.
Assets Under Management$5.4M
Clients9
Advisors1
Avg. per Client$600K
Avg. per Advisor$5.4M
Fee Structure
Minimum Investment:$75K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1000K | 0.85% |
| $1.0M - $2.5M | 0.72% |
| $2.5M+ | 0.72% |
Fees are negotiable for accounts over $2,500,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...