Kipos Wealth offers investment advisory services to individuals, trusts, estates, pension plans, and businesses. They provide comprehensive portfolio management, including financial planning, investment recommendations, and ongoing monitoring. Kipos Wealth also offers retirement plan consulting services to employer plan sponsors, assisting with plan establishment, investment options, asset allocation, and participant education. Kipos Wealth utilizes sub-advisory services of a third-party investment advisory firm or individual advisor to aid in the implementation of an investment portfolio designed by Kipos Wealth.
Assets Under Management$97M
Clients95
Advisors2
Avg. per Client$1M
Avg. per Advisor$48M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.80% |
| $10.0M - $25.0M | 0.70% |
| $25.0M - $50.0M | 0.40% |
| $50.0M - $100.0M | 0.30% |
| $100M+ | 0.25% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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