Kriczky Wealth Management provides investment management and financial planning services. Investment management is offered on a discretionary basis, where Kriczky makes investment decisions for you. Financial planning services include full financial plans and hourly consultations. Kriczky works with individuals, high net worth individuals, charitable organizations, and small businesses.
Assets Under Management$14M
Clients13
Advisors1
Avg. per Client$1.1M
Avg. per Advisor$14M
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.85% |
| $10.0M - $20.0M | 0.80% |
| $20M+ | 0.75% |
The annual fee is negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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