Kucharo Wealth offers investment management and financial planning services to individuals, high-net-worth individuals, pension and profit-sharing plans, and small businesses. Financial planning covers areas like business planning, cash flow, college savings, estate planning, insurance, retirement, and tax strategies. Investment management involves developing a personalized investment plan and may utilize third-party investment managers.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.45% |
| $2.0M - $3.0M | 0.40% |
| $3.0M - $4.0M | 0.35% |
| $4.0M - $5.0M | 0.30% |
| $5.0M - $10.0M | 0.25% |
| $10M+ | 0.20% |
The above fee schedule applies when NOT enrolled in Financial Planning Services. Clients who are also engaged in our financial planning services are charged a reduced advisory fee of 0.50% on the first $1,000,000 of assets under management. The Outside Manager will debit the Client's account for both the Outside Manager's fee, and KW's advisory fee, and will remit KW's fee to KW. At no point will the combined fee charged to the Client exceed 2% of assets under management.