BKM Wealth Management offers financial planning and investment management services to individuals, high net worth individuals, business owners, and corporations. BKM's services include wealth management, financial planning, and investment portfolio management. BKM develops a financial plan for all wealth management clients at no additional cost. They also offer insurance consulting through DPL Financial Partners.
Assets Under Management$650M
Clients608
Advisors6
Avg. per Client$1.1M
Avg. per Advisor$110M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $3.0M | 1.25% |
| $3M+ | 1.25% |
Fees may be based on cumulative household assets under management. Fees for stand-alone Investment and Portfolio Management are not to exceed 1.50%. Existing clients will be grandfathered and charged according to their existing fee rate. Fees above $3,000,000 are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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