MOKAN Wealth Management manages investment portfolios and creates personalized financial plans. Financial planning can be ongoing or for a limited duration. For investment management clients, ongoing financial planning is included. MOKAN uses fundamental, technical, cyclical, and charting analysis. MOKAN primarily practices passive investment management.
Assets Under Management$250M
Clients173
Advisors2
Avg. per Client$1.4M
Avg. per Advisor$130M
Fee Structure
Minimum Investment:None
Planning is included in investment management
MOKAN Wealth Management's annual advisory fee ranges between 1% and 1.5% of the value of your portfolio. The fee is calculated on the average daily balance and is paid monthly. Ongoing financial planning is included at no additional cost for clients who have MOKAN manage their investments.
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