Kiehne Wealth & Retirement offers ongoing investment management services based on your financial situation, investment goals, and risk tolerance. They monitor your accounts and provide advice on buying, selling, or holding investments. Before providing services, Kiehne Wealth & Retirement requires a written agreement. Shawn Kiehne, the owner, may also sell insurance products separately, which presents a conflict of interest.
Assets Under Management$5M
Clients106
Advisors1
Avg. per Client$47K
Avg. per Advisor$5M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are negotiable based on the type of client, the complexity of the client's situation, the potential for additional account deposits, the relationship of the client with the investment adviser representative, and the total amount of assets under management for the client.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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