Knochelmann Wealth Management and Advisor (KWMA) offers investment advice and financial planning to individuals, trusts, estates, charitable organizations, corporations, and other business entities. KWMA provides advice on financial planning, retirement planning, estate planning, and tax planning. KWMA also offers wealth management and portfolio management services. KWMA manages advisory accounts on a discretionary basis.
Assets Under Management$2.5M
Clients14
Advisors1
Avg. per Client$180K
Avg. per Advisor$2.5M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.75% |
| $1.0M - $5.0M | 0.65% |
| $5M+ | 0.50% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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