KMT Wealth Management offers tailored investment advice and discretionary portfolio management services to high-net-worth individuals. KMT WM considers factors like risk tolerance, investment time horizon, and cash needs. Clients can impose reasonable investment restrictions. KMT WM does not participate in wrap fee programs.
Assets Under Management$220M
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$220M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.50% |
Fee is negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...