MOKAN Wealth Management is a registered investment advisor based in Overland Park, Kansas, owned and operated by Kyle Hammerschmidt. MOKAN Wealth Management offers personalized financial planning and discretionary investment management services. Clients typically begin by creating a financial plan through the Retire Ready Roadmap agreement, which evaluates current and future financial states to project cash flows, asset values, and retirement withdrawals. Following this, clients can choose ongoing financial planning or combine it with investment management. Investment portfolios are tailored to each client's individual needs and risk tolerance, primarily utilizing individual stocks, U.S. Treasury securities, index funds, exchange-traded funds, and cash. MOKAN Wealth Management tailors services based on each client's specific investment policy statement and does not use standard risk tolerance questionnaires. Clients enrolled in investment management receive ongoing comprehensive financial planning at no additional cost beyond the asset-based fee. The firm serves individuals and high net-worth individuals without a minimum account size requirement.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Annual advisory fee ranges between 1% and 1.5% of the market value of all assets under management. Fees are negotiable, pro-rated, and paid in arrears on a monthly basis. Ongoing financial planning is included at no additional cost.