KB Private Wealth Management Group offers investment advice and financial planning to individuals, trusts, estates, charitable organizations, corporations, and other businesses. KB Private Wealth Management Group creates tailored portfolios using stocks, bonds, exchange traded funds (ETFs), options, mutual funds, and other securities. The firm also provides financial planning and consulting services covering investment planning, retirement, estate, tax, education, and real estate planning.
Assets Under Management$6.6M
Clients14
Advisors1
Avg. per Client$470K
Avg. per Advisor$6.6M
Fee Structure
Planning is included in investment management (also available separately)
KB Private Wealth Management Group offers two investment management services:
- Asset Management: The annual fee will not exceed 1.00% of the value of your account, billed quarterly.
- Comprehensive Portfolio Management: The annual fee will not exceed 1.25% of the value of your account, billed quarterly.
Fees are negotiable and deducted from client accounts.
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