KLK Capital Wealth Advisors provides investment management and financial planning to individuals, high net worth individuals, trusts, and estates. For investment management, KLK works with clients to determine their goals, risk tolerance, and time horizon, then creates a tailored investment strategy. Financial planning covers topics like retirement, taxes, insurance, and estate planning. KLK also holds seminars and workshops to educate the public.
Assets Under Management$25M
Clients105
Advisors1
Avg. per Client$240K
Avg. per Advisor$25M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.90% |
| $5M+ | 0.80% |
The annual fee is negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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