KMI Wealth provides investment management and financial planning services tailored to each client's needs. Financial planning covers retirement, risk management, college, tax, cash flow, debt management, corporate benefits, and estate planning. KMI Wealth creates a written financial plan to present, educate, and implement financial strategies. KMI Wealth does not participate in wrap fee programs.
Assets Under Management$44M
Clients193
Advisors1
Avg. per Client$230K
Avg. per Advisor$44M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Minimum Annual Fee:$1,500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.75% |
Fees are negotiable for accounts over $10,000,000. A minimum annual fee of $1,500 per household is customary for accounts with assets below $100,000.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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